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 | $338,469 | $55,415+510.8% | $155,509+117.7% | $74,495+354.4% |
| Participation rate | 75.2% | 61.9%+13.3pp | 78.2%-2.9pp | 67.2%+8.0pp |
| Annual return | 14.39% | 268.50%-254.1pp | 64.67%-50.3pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $11,640 | $2,267+413.4% | $4,672+149.1% | $2,623+343.8% |
| Participant deferral / active EE | $6,952 | $2,836+145.1% | $5,626+23.6% | $4,346+60.0% |
| Admin fee / account holder | $10,965 | $1,738+530.8% | $15,912-31.1% | $1,942+464.7% |