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 | $321,691 | $81,248+295.9% | $155,509+106.9% | $80,856+297.9% |
| Participation rate | 98.5% | 66.2%+32.3pp | 78.2%+20.3pp | 67.6%+30.8pp |
| Annual return | 18.24% | 33.31%-15.1pp | 64.67%-46.4pp | 35.59%-17.4pp |
| Employer contribution / active EE | $5,697 | $3,100+83.8% | $4,672+21.9% | $2,755+106.8% |
| Participant deferral / active EE | $4,041 | $3,452+17.1% | $5,626-28.2% | $4,296-5.9% |
| Admin fee / account holder | $3,594 | $7,997-55.1% | $15,912-77.4% | $6,918-48.1% |