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 | $363,803 | $85,022+327.9% | $70,515+415.9% | $139,434+160.9% |
| Participation rate | 95.2% | 73.9%+21.3pp | 68.3%+26.9pp | 80.3%+14.9pp |
| Annual return | 18.78% | 30.38%-11.6pp | 32.77%-14.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $10,545 | $3,909+169.8% | $2,973+254.6% | $4,751+122.0% |
| Participant deferral / active EE | $12,540 | $5,890+112.9% | $4,567+174.6% | $6,710+86.9% |
| Admin fee / account holder | $1,259 | $8,906-85.9% | $6,412-80.4% | $11,403-89.0% |