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 | $270,362 | $80,717+234.9% | $154,803+74.6% | $84,808+218.8% |
| Participation rate | 92.5% | 66.8%+25.6pp | 78.1%+14.4pp | 68.3%+24.1pp |
| Annual return | 18.88% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $10,409 | $2,761+277.0% | $4,305+141.8% | $2,631+295.6% |
| Participant deferral / active EE | $16,241 | $3,303+391.7% | $5,540+193.1% | $4,212+285.6% |
| Admin fee / account holder | $14,105 | $6,746+109.1% | $14,329-1.6% | $7,344+92.1% |