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 | $424,141 | $89,355+374.7% | $141,162+200.5% | $72,985+481.1% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 21.99% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $7,441 | $3,114+138.9% | $4,735+57.2% | $2,440+205.0% |
| Participant deferral / active EE | $7,221 | $5,418+33.3% | $6,709+7.6% | $3,607+100.2% |
| Admin fee / account holder | $16,889 | $5,958+183.5% | $10,261+64.6% | $5,124+229.6% |