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 | $279,148 | $90,348+209.0% | $75,972+267.4% | $145,922+91.3% |
| Participation rate | 92.3% | 74.5%+17.9pp | 69.1%+23.3pp | 80.3%+12.0pp |
| Annual return | 19.23% | 620.88%-601.6pp | 359.55%-340.3pp | 561.29%-542.1pp |
| Employer contribution / active EE | $5,394 | $3,311+62.9% | $2,685+100.9% | $4,660+15.8% |
| Participant deferral / active EE | $10,003 | $5,162+93.8% | $4,255+135.1% | $6,688+49.6% |
| Admin fee / account holder | $7,721 | $8,467-8.8% | $6,467+19.4% | $13,397-42.4% |