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 | $282,243 | $72,277+290.5% | $101,248+178.8% | $79,858+253.4% |
| Participation rate | 98.4% | 68.5%+29.9pp | 75.8%+22.6pp | 69.6%+28.7pp |
| Annual return | 23.57% | 22.30%+1.3pp | 46.47%-22.9pp | 31.71%-8.1pp |
| Employer contribution / active EE | $19,052 | $2,692+607.8% | $3,660+420.6% | $2,471+671.1% |
| Participant deferral / active EE | $1,972 | $3,282-39.9% | $4,370-54.9% | $3,740-47.3% |
| Admin fee / account holder | $14,387 | $4,400+226.9% | $5,945+142.0% | $5,306+171.1% |