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 | $298,567 | $80,717+269.9% | $154,803+92.9% | $84,808+252.1% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 15.95% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $8,986 | $2,761+225.4% | $4,305+108.7% | $2,631+241.5% |
| Participant deferral / active EE | $15,095 | $3,303+357.0% | $5,540+172.4% | $4,212+258.4% |
| Admin fee / account holder | $30,517 | $6,746+352.4% | $14,329+113.0% | $7,344+315.5% |