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 | $291,611 | $91,190+219.8% | $178,490+63.4% | $79,858+265.2% |
| Participation rate | 91.7% | 69.2%+22.5pp | 81.9%+9.7pp | 69.6%+22.0pp |
| Annual return | 11.23% | 24.19%-13.0pp | 151.07%-139.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $10,478 | $3,256+221.8% | $5,011+109.1% | $2,471+324.1% |
| Participant deferral / active EE | $5,804 | $3,236+79.3% | $5,202+11.6% | $3,740+55.2% |
| Admin fee / account holder | $25,438 | $6,751+276.8% | $13,984+81.9% | $5,306+379.4% |