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 | $324,909 | $65,409+396.7% | $98,442+230.1% | $85,850+278.5% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.3%+26.7pp |
| Annual return | 13.03% | 21.76%-8.7pp | 1492.73%-1479.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $14,564 | $2,168+571.9% | $2,960+392.1% | $2,565+467.8% |
| Participant deferral / active EE | $6,181 | $3,166+95.2% | $4,276+44.5% | $3,952+56.4% |
| Admin fee / account holder | $3,185 | $4,593-30.7% | $5,949-46.5% | $6,260-49.1% |