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 | $276,673 | $98,750+180.2% | $149,696+84.8% | $79,858+246.5% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.0pp | 69.6%+16.9pp |
| Annual return | 19.74% | 27.43%-7.7pp | 276.60%-256.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $4,615 | $3,216+43.5% | $4,644-0.6% | $2,471+86.8% |
| Participant deferral / active EE | $12,318 | $5,680+116.9% | $6,842+80.0% | $3,740+229.3% |
| Admin fee / account holder | $14,824 | $6,053+144.9% | $9,309+59.2% | $5,306+179.4% |