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 | $328,533 | $89,355+267.7% | $141,162+132.7% | $72,985+350.1% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 19.14% | 111.85%-92.7pp | 71.39%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $6,740 | $3,114+116.4% | $4,735+42.3% | $2,440+176.3% |
| Participant deferral / active EE | $11,614 | $5,418+114.4% | $6,709+73.1% | $3,607+221.9% |
| Admin fee / account holder | $36,376 | $5,958+510.5% | $10,261+254.5% | $5,124+609.9% |