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 | $306,284 | $77,899+293.2% | $149,673+104.6% | $75,163+307.5% |
| Participation rate | 97.0% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.8pp |
| Annual return | 18.79% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $15,289 | $3,137+387.3% | $4,818+217.4% | $2,670+472.7% |
| Participant deferral / active EE | $10,777 | $3,411+216.0% | $5,680+89.7% | $4,125+161.3% |
| Admin fee / account holder | $451 | $5,956-92.4% | $13,210-96.6% | $5,651-92.0% |