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 | $276,295 | $89,355+209.2% | $141,162+95.7% | $72,985+278.6% |
| Participation rate | 98.2% | 75.1%+23.1pp | 82.5%+15.7pp | 69.5%+28.7pp |
| Annual return | 19.56% | 111.85%-92.3pp | 71.39%-51.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $6,100 | $3,114+95.9% | $4,735+28.8% | $2,440+150.0% |
| Participant deferral / active EE | $6,912 | $5,418+27.6% | $6,709+3.0% | $3,607+91.6% |
| Admin fee / account holder | $15,138 | $5,958+154.1% | $10,261+47.5% | $5,124+195.4% |