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 | $376,348 | $77,145+387.8% | $108,410+247.2% | $85,850+338.4% |
| Participation rate | 96.7% | 74.7%+22.0pp | 80.1%+16.6pp | 69.3%+27.4pp |
| Annual return | 14.61% | 44.54%-29.9pp | 905.27%-890.7pp | 318.53%-303.9pp |
| Employer contribution / active EE | $5,450 | $2,379+129.0% | $3,558+53.1% | $2,565+112.4% |
| Participant deferral / active EE | $6,872 | $5,566+23.4% | $6,563+4.7% | $3,952+73.9% |
| Admin fee / account holder | $8,278 | $5,172+60.1% | $7,295+13.5% | $6,260+32.2% |