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 | $284,205 | $165,335+71.9% | $149,696+89.9% | $158,922+78.8% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 12.00% | 348.15%-336.1pp | 276.60%-264.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $20,150 | $5,103+294.9% | $4,644+333.9% | $4,761+323.2% |
| Participant deferral / active EE | $15,972 | $7,181+122.4% | $6,842+133.5% | $5,982+167.0% |
| Admin fee / account holder | $26,436 | $10,807+144.6% | $9,309+184.0% | $11,246+135.1% |