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 | $302,861 | $89,753+237.4% | $107,525+181.7% | $84,808+257.1% |
| Participation rate | 79.5% | 68.1%+11.4pp | 75.1%+4.4pp | 68.3%+11.2pp |
| Annual return | 15.93% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $7,664 | $3,113+146.1% | $3,754+104.2% | $2,631+191.3% |
| Participant deferral / active EE | $10,285 | $4,056+153.6% | $5,116+101.1% | $4,212+144.2% |
| Admin fee / account holder | $6,051 | $7,222-16.2% | $8,919-32.2% | $7,344-17.6% |