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 | $367,833 | $93,571+293.1% | $135,903+170.7% | $75,163+389.4% |
| Participation rate | 97.1% | 75.2%+22.0pp | 81.9%+15.2pp | 67.2%+30.0pp |
| Annual return | 15.84% | 30.90%-15.1pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $13,854 | $3,537+291.7% | $4,856+185.3% | $2,670+418.9% |
| Participant deferral / active EE | $10,262 | $6,404+60.2% | $7,758+32.3% | $4,125+148.8% |
| Admin fee / account holder | $64,273 | $6,975+821.4% | $10,762+497.2% | $5,651+1037.4% |