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 | $360,790 | $93,571+285.6% | $135,903+165.5% | $75,163+380.0% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 67.2%+31.3pp |
| Annual return | 15.46% | 30.90%-15.4pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $7,807 | $3,537+120.8% | $4,856+60.8% | $2,670+192.4% |
| Participant deferral / active EE | $9,626 | $6,404+50.3% | $7,758+24.1% | $4,125+133.4% |
| Admin fee / account holder | $33,383 | $6,975+378.6% | $10,762+210.2% | $5,651+490.8% |