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 | $310,098 | $80,717+284.2% | $154,803+100.3% | $84,808+265.6% |
| Participation rate | 90.2% | 66.8%+23.4pp | 78.1%+12.2pp | 68.3%+21.9pp |
| Annual return | 15.77% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $10,142 | $2,761+267.3% | $4,305+135.6% | $2,631+285.5% |
| Participant deferral / active EE | $6,735 | $3,303+103.9% | $5,540+21.6% | $4,212+59.9% |
| Admin fee / account holder | $26,659 | $6,746+295.2% | $14,329+86.0% | $7,344+263.0% |