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 | $344,908 | $89,355+286.0% | $141,162+144.3% | $72,985+372.6% |
| Participation rate | 94.6% | 75.1%+19.5pp | 82.5%+12.1pp | 69.5%+25.1pp |
| Annual return | 20.84% | 111.85%-91.0pp | 71.39%-50.5pp | 81.00%-60.2pp |
| Employer contribution / active EE | $10,516 | $3,114+237.6% | $4,735+122.1% | $2,440+331.0% |
| Participant deferral / active EE | $10,607 | $5,418+95.8% | $6,709+58.1% | $3,607+194.0% |
| Admin fee / account holder | $8,502 | $5,958+42.7% | $10,261-17.1% | $5,124+65.9% |