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 | $356,203 | $73,933+381.8% | $96,683+268.4% | $75,163+373.9% |
| Participation rate | 92.9% | 66.4%+26.4pp | 74.3%+18.5pp | 67.2%+25.7pp |
| Annual return | 17.49% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $12,999 | $2,928+344.0% | $3,737+247.9% | $2,670+386.9% |
| Participant deferral / active EE | $9,322 | $3,659+154.8% | $4,878+91.1% | $4,125+126.0% |
| Admin fee / account holder | $20,494 | $5,216+292.9% | $6,730+204.5% | $5,651+262.7% |