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 | $372,048 | $90,745+310.0% | $130,231+185.7% | $75,163+395.0% |
| Participation rate | 97.9% | 71.1%+26.8pp | 76.3%+21.6pp | 67.2%+30.7pp |
| Annual return | 19.95% | 34.45%-14.5pp | 38.77%-18.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $14,894 | $3,314+349.4% | $4,126+261.0% | $2,670+457.9% |
| Participant deferral / active EE | $21,506 | $5,362+301.1% | $6,799+216.3% | $4,125+421.4% |
| Admin fee / account holder | $32,151 | $6,331+407.8% | $6,020+434.1% | $5,651+468.9% |