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 | $348,078 | $77,314+350.2% | $177,989+95.6% | $80,856+330.5% |
| Participation rate | 85.7% | 65.7%+20.0pp | 77.1%+8.6pp | 67.6%+18.1pp |
| Annual return | 14.94% | 18.09%-3.1pp | 294.48%-279.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,744 | $2,292+150.6% | $3,949+45.5% | $2,755+108.5% |
| Participant deferral / active EE | $13,650 | $4,411+209.5% | $6,276+117.5% | $4,296+217.8% |
| Admin fee / account holder | $35,179 | $7,191+389.2% | $10,363+239.5% | $6,918+408.5% |