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 | $262,485 | $85,202+208.1% | $172,739+52.0% | $72,985+259.6% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.6%+15.8pp | 69.5%+29.0pp |
| Annual return | 25.69% | 27.32%-1.6pp | 802.84%-777.1pp | 81.00%-55.3pp |
| Employer contribution / active EE | $10,360 | $3,324+211.6% | $5,143+101.4% | $2,440+324.6% |
| Participant deferral / active EE | $5,484 | $3,260+68.2% | $5,198+5.5% | $3,607+52.0% |
| Admin fee / account holder | $4,495 | $5,884-23.6% | $13,954-67.8% | $5,124-12.3% |