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 | $256,226 | $98,750+159.5% | $149,696+71.2% | $79,858+220.9% |
| Participation rate | 80.4% | 75.8%+4.7pp | 82.5%-2.0pp | 69.6%+10.8pp |
| Annual return | 21.60% | 27.43%-5.8pp | 276.60%-255.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $5,969 | $3,216+85.6% | $4,644+28.5% | $2,471+141.6% |
| Participant deferral / active EE | $12,540 | $5,680+120.8% | $6,842+83.3% | $3,740+235.3% |
| Admin fee / account holder | $45,785 | $6,053+656.5% | $9,309+391.9% | $5,306+762.9% |