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 6-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 | $298,292 | $127,065+134.8% | $113,168+163.6% | $142,382+109.5% |
| Participation rate | 89.5% | 79.2%+10.3pp | 76.6%+12.9pp | 80.1%+9.4pp |
| Annual return | 12.34% | 24.03%-11.7pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,441 | $3,442+29.0% | $2,975+49.3% | $4,299+3.3% |
| Participant deferral / active EE | $12,772 | $5,716+123.4% | $5,107+150.1% | $6,507+96.3% |
| Admin fee / account holder | $21,172 | $15,736+34.5% | $12,068+75.4% | $12,624+67.7% |