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 | $282,645 | $106,355+165.8% | $237,244+19.1% | $116,875+141.8% |
| Participation rate | 98.0% | 71.9%+26.1pp | 80.3%+17.7pp | 74.5%+23.4pp |
| Annual return | 35.52% | 17.03%+18.5pp | 4131.29%-4095.8pp | 16.29%+19.2pp |
| Employer contribution / active EE | $5,834 | $1,595+265.7% | $4,351+34.1% | $3,288+77.4% |
| Participant deferral / active EE | $8,444 | $3,396+148.7% | $4,056+108.2% | $3,885+117.3% |
| Admin fee / account holder | $33,469 | $11,423+193.0% | $18,030+85.6% | $12,263+172.9% |