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 | $370,704 | $91,190+306.5% | $178,490+107.7% | $79,858+364.2% |
| Participation rate | 97.5% | 69.2%+28.3pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 11.84% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $7,594 | $3,256+133.2% | $5,011+51.6% | $2,471+207.3% |
| Participant deferral / active EE | $6,249 | $3,236+93.1% | $5,202+20.1% | $3,740+67.1% |
| Admin fee / account holder | $366 | $6,751-94.6% | $13,984-97.4% | $5,306-93.1% |