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 | $274,278 | $98,750+177.8% | $149,696+83.2% | $79,858+243.5% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.5%+15.8pp | 69.6%+28.7pp |
| Annual return | 17.92% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $5,673 | $3,216+76.4% | $4,644+22.2% | $2,471+129.6% |
| Participant deferral / active EE | $11,186 | $5,680+96.9% | $6,842+63.5% | $3,740+199.1% |
| Admin fee / account holder | $3,149 | $6,053-48.0% | $9,309-66.2% | $5,306-40.6% |