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 | $384,121 | $118,680+223.7% | $98,907+288.4% | $158,922+141.7% |
| Participation rate | 94.7% | 77.8%+16.9pp | 76.0%+18.7pp | 82.0%+12.8pp |
| Annual return | 15.27% | 372.35%-357.1pp | 196.43%-181.2pp | 302.83%-287.6pp |
| Employer contribution / active EE | $7,332 | $3,333+120.0% | $2,689+172.7% | $4,761+54.0% |
| Participant deferral / active EE | $16,831 | $5,088+230.8% | $4,244+296.6% | $5,982+181.4% |
| Admin fee / account holder | $3,203 | $10,131-68.4% | $6,642-51.8% | $11,246-71.5% |