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 | $329,721 | $77,899+323.3% | $149,673+120.3% | $75,163+338.7% |
| Participation rate | 96.9% | 65.6%+31.3pp | 78.8%+18.1pp | 67.2%+29.7pp |
| Annual return | 14.91% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $21,675 | $3,137+590.9% | $4,818+349.9% | $2,670+711.9% |
| Participant deferral / active EE | $5,489 | $3,411+60.9% | $5,680-3.4% | $4,125+33.1% |
| Admin fee / account holder | $28,877 | $5,956+384.8% | $13,210+118.6% | $5,651+411.0% |