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 | $296,660 | $89,355+232.0% | $141,162+110.2% | $72,985+306.5% |
| Participation rate | 91.8% | 75.1%+16.7pp | 82.5%+9.4pp | 69.5%+22.4pp |
| Annual return | 20.52% | 111.85%-91.3pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,075 | $5,418+30.6% | $6,709+5.4% | $3,607+96.1% |
| Admin fee / account holder | $19,459 | $5,958+226.6% | $10,261+89.6% | $5,124+279.7% |