See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $385,478 | $98,750+290.4% | $149,696+157.5% | $79,858+382.7% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | 18.59% | 27.43%-8.8pp | 276.60%-258.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $5,420 | $3,216+68.5% | $4,644+16.7% | $2,471+119.4% |
| Participant deferral / active EE | $10,840 | $5,680+90.8% | $6,842+58.4% | $3,740+189.8% |
| Admin fee / account holder | $1,271 | $6,053-79.0% | $9,309-86.3% | $5,306-76.0% |