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 | $307,872 | $91,190+237.6% | $178,490+72.5% | $79,858+285.5% |
| Participation rate | 97.7% | 69.2%+28.5pp | 81.9%+15.8pp | 69.6%+28.1pp |
| Annual return | 13.37% | 24.19%-10.8pp | 151.07%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $18,534 | $3,256+469.3% | $5,011+269.9% | $2,471+650.1% |
| Participant deferral / active EE | $10,430 | $3,236+222.3% | $5,202+100.5% | $3,740+178.9% |
| Admin fee / account holder | $487 | $6,751-92.8% | $13,984-96.5% | $5,306-90.8% |