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 | $324,702 | $105,181+208.7% | $159,436+103.7% | $85,850+278.2% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.8%+10.0pp | 69.3%+23.5pp |
| Annual return | 15.79% | 45.07%-29.3pp | 263.57%-247.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $4,916 | $3,318+48.1% | $4,829+1.8% | $2,565+91.6% |
| Participant deferral / active EE | $7,298 | $5,945+22.8% | $7,352-0.7% | $3,952+84.7% |
| Admin fee / account holder | $2,075 | $6,933-70.1% | $10,799-80.8% | $6,260-66.9% |