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 | $361,092 | $86,286+318.5% | $111,297+224.4% | $85,850+320.6% |
| Participation rate | 97.6% | 73.3%+24.3pp | 77.3%+20.3pp | 69.3%+28.3pp |
| Annual return | 15.32% | 19.99%-4.7pp | 54.65%-39.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $7,585 | $2,043+271.2% | $2,731+177.7% | $2,565+195.7% |
| Participant deferral / active EE | $2,803 | $3,641-23.0% | $4,487-37.5% | $3,952-29.1% |
| Admin fee / account holder | $7,068 | $8,188-13.7% | $7,964-11.2% | $6,260+12.9% |