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 | $255,272 | $89,355+185.7% | $141,162+80.8% | $72,985+249.8% |
| Participation rate | 98.8% | 75.1%+23.7pp | 82.5%+16.4pp | 69.5%+29.3pp |
| Annual return | 23.80% | 111.85%-88.0pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $5,056 | $3,114+62.3% | $4,735+6.8% | $2,440+107.2% |
| Participant deferral / active EE | $15,448 | $5,418+185.1% | $6,709+130.3% | $3,607+328.2% |
| Admin fee / account holder | $15,436 | $5,958+159.1% | $10,261+50.4% | $5,124+201.2% |