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 | $262,684 | $65,365+301.9% | $92,893+182.8% | $72,985+259.9% |
| Participation rate | 98.1% | 68.3%+29.8pp | 76.0%+22.1pp | 69.5%+28.6pp |
| Annual return | 23.23% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $14,930 | $2,594+475.5% | $3,653+308.7% | $2,440+511.9% |
| Participant deferral / active EE | $5,179 | $3,128+65.6% | $4,236+22.3% | $3,607+43.6% |
| Admin fee / account holder | $46,073 | $4,251+983.7% | $5,794+695.2% | $5,124+799.1% |