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 | $372,625 | $85,202+337.3% | $172,739+115.7% | $72,985+410.6% |
| Participation rate | 82.5% | 70.1%+12.4pp | 82.6%-0.2pp | 69.5%+13.0pp |
| Annual return | 16.15% | 27.32%-11.2pp | 802.84%-786.7pp | 81.00%-64.9pp |
| Employer contribution / active EE | $9,030 | $3,324+171.6% | $5,143+75.6% | $2,440+270.1% |
| Participant deferral / active EE | $4,883 | $3,260+49.8% | $5,198-6.1% | $3,607+35.4% |
| Admin fee / account holder | $5,518 | $5,884-6.2% | $13,954-60.5% | $5,124+7.7% |