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 | $332,768 | $89,753+270.8% | $107,525+209.5% | $84,808+292.4% |
| Participation rate | 95.0% | 68.1%+26.9pp | 75.1%+19.9pp | 68.3%+26.7pp |
| Annual return | 16.78% | 29.48%-12.7pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $11,377 | $3,113+265.4% | $3,754+203.1% | $2,631+332.4% |
| Participant deferral / active EE | $12,124 | $4,056+198.9% | $5,116+137.0% | $4,212+187.9% |
| Admin fee / account holder | $5,688 | $7,222-21.2% | $8,919-36.2% | $7,344-22.5% |