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 | $278,862 | $111,754+149.5% | $103,333+169.9% | $145,922+91.1% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 15.91% | 24.77%-8.9pp | 24.88%-9.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $12,269 | $4,212+191.2% | $3,868+217.2% | $4,660+163.3% |
| Participant deferral / active EE | $4,126 | $5,619-26.6% | $5,057-18.4% | $6,688-38.3% |
| Admin fee / account holder | $111,587 | $9,750+1044.5% | $8,355+1235.6% | $13,397+732.9% |