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 | $328,158 | $125,758+160.9% | $169,993+93.0% | $75,163+336.6% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | 18.78% | 27.20%-8.4pp | 53.37%-34.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $18,119 | $4,615+292.6% | $6,785+167.0% | $2,670+578.7% |
| Participant deferral / active EE | $14,297 | $6,837+109.1% | $10,408+37.4% | $4,125+246.6% |
| Admin fee / account holder | $39,974 | $8,173+389.1% | $12,815+211.9% | $5,651+607.4% |