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 | $287,915 | $85,766+235.7% | $136,294+111.2% | $70,131+310.5% |
| Participation rate | 97.4% | 74.2%+23.3pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 17.07% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $10,060 | $2,966+239.2% | $4,695+114.2% | $2,342+329.5% |
| Participant deferral / active EE | $6,023 | $5,051+19.2% | $6,247-3.6% | $3,332+80.8% |
| Admin fee / account holder | $10,980 | $5,420+102.6% | $9,243+18.8% | $4,645+136.4% |