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 | $338,748 | $89,753+277.4% | $107,525+215.0% | $84,808+299.4% |
| Participation rate | 98.0% | 68.1%+30.0pp | 75.1%+23.0pp | 68.3%+29.7pp |
| Annual return | 13.11% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,468 | $3,113+11.4% | $3,754-7.6% | $2,631+31.8% |
| Participant deferral / active EE | $18,154 | $4,056+347.6% | $5,116+254.9% | $4,212+331.1% |
| Admin fee / account holder | $53,517 | $7,222+641.0% | $8,919+500.1% | $7,344+628.7% |