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 | $419,083 | $85,766+388.6% | $136,294+207.5% | $70,131+497.6% |
| Participation rate | 97.5% | 74.2%+23.3pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 19.44% | 31.45%-12.0pp | 5155.94%-5136.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $12,851 | $2,966+333.3% | $4,695+173.7% | $2,342+448.6% |
| Participant deferral / active EE | $13,217 | $5,051+161.7% | $6,247+111.6% | $3,332+296.7% |
| Admin fee / account holder | $12,867 | $5,420+137.4% | $9,243+39.2% | $4,645+177.0% |