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 | $296,609 | $93,571+217.0% | $135,903+118.3% | $75,163+294.6% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 28.25% | 30.90%-2.7pp | 68.23%-40.0pp | 160.62%-132.4pp |
| Employer contribution / active EE | $5,252 | $3,537+48.5% | $4,856+8.2% | $2,670+96.7% |
| Participant deferral / active EE | $13,008 | $6,404+103.1% | $7,758+67.7% | $4,125+215.3% |
| Admin fee / account holder | $9,998 | $6,975+43.3% | $10,762-7.1% | $5,651+76.9% |