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 | $386,796 | $116,175+232.9% | $93,606+313.2% | $152,861+153.0% |
| Participation rate | 93.3% | 78.0%+15.3pp | 75.8%+17.5pp | 82.4%+10.9pp |
| Annual return | 26.82% | 35.96%-9.1pp | 32.76%-5.9pp | 345.32%-318.5pp |
| Employer contribution / active EE | $8,000 | $3,218+148.6% | $2,718+194.4% | $4,762+68.0% |
| Participant deferral / active EE | $16,037 | $4,603+248.4% | $4,069+294.2% | $5,850+174.1% |
| Admin fee / account holder | $46,237 | $10,748+330.2% | $7,888+486.2% | $11,596+298.7% |