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 | $282,565 | $238,490+18.5% | $180,183+56.8% | $142,382+98.5% |
| Participation rate | 90.0% | 82.3%+7.7pp | 77.4%+12.6pp | 80.1%+9.9pp |
| Annual return | 12.46% | 33.56%-21.1pp | 27.86%-15.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $14,071 | $6,143+129.1% | $5,039+179.2% | $4,299+227.3% |
| Participant deferral / active EE | $19,759 | $7,996+147.1% | $6,822+189.6% | $6,507+203.6% |
| Admin fee / account holder | $121,153 | $28,866+319.7% | $19,975+506.5% | $12,624+859.7% |