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 | $302,577 | $94,625+219.8% | $116,228+160.3% | $84,808+256.8% |
| Participation rate | 92.1% | 70.4%+21.7pp | 74.6%+17.6pp | 68.3%+23.8pp |
| Annual return | 15.62% | 20.40%-4.8pp | 90.06%-74.4pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,127 | $2,347+75.9% | $2,994+37.8% | $2,631+56.8% |
| Participant deferral / active EE | $8,750 | $3,972+120.3% | $4,953+76.7% | $4,212+107.8% |
| Admin fee / account holder | $310 | $10,091-96.9% | $11,989-97.4% | $7,344-95.8% |