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 | $257,705 | $85,766+200.5% | $136,294+89.1% | $70,131+267.5% |
| Participation rate | 98.8% | 74.2%+24.6pp | 81.9%+16.9pp | 69.5%+29.2pp |
| Annual return | 18.75% | 31.45%-12.7pp | 5155.94%-5137.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $16,382 | $2,966+452.3% | $4,695+248.9% | $2,342+599.4% |
| Participant deferral / active EE | $10,727 | $5,051+112.4% | $6,247+71.7% | $3,332+222.0% |
| Admin fee / account holder | $11,700 | $5,420+115.9% | $9,243+26.6% | $4,645+151.9% |