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 | $345,092 | $81,248+324.7% | $155,509+121.9% | $80,856+326.8% |
| Participation rate | 98.1% | 66.2%+31.8pp | 78.2%+19.9pp | 67.6%+30.4pp |
| Annual return | 13.24% | 33.31%-20.1pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $12,715 | $3,100+310.1% | $4,672+172.1% | $2,755+361.6% |
| Participant deferral / active EE | $8,089 | $3,452+134.4% | $5,626+43.8% | $4,296+88.3% |
| Admin fee / account holder | $18,674 | $7,997+133.5% | $15,912+17.4% | $6,918+169.9% |