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 | $300,460 | $89,753+234.8% | $107,525+179.4% | $84,808+254.3% |
| Participation rate | 97.8% | 68.1%+29.7pp | 75.1%+22.7pp | 68.3%+29.5pp |
| Annual return | 17.67% | 29.48%-11.8pp | 181.32%-163.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $6,667 | $3,113+114.1% | $3,754+77.6% | $2,631+153.4% |
| Participant deferral / active EE | $10,830 | $4,056+167.0% | $5,116+111.7% | $4,212+157.2% |
| Admin fee / account holder | $34,880 | $7,222+383.0% | $8,919+291.1% | $7,344+375.0% |