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 | $340,249 | $65,409+420.2% | $98,442+245.6% | $85,850+296.3% |
| Participation rate | 91.9% | 65.0%+26.9pp | 73.3%+18.6pp | 69.3%+22.6pp |
| Annual return | 14.99% | 21.76%-6.8pp | 1492.73%-1477.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $3,942 | $2,168+81.8% | $2,960+33.2% | $2,565+53.7% |
| Participant deferral / active EE | $9,274 | $3,166+192.9% | $4,276+116.9% | $3,952+134.7% |
| Admin fee / account holder | $9,255 | $4,593+101.5% | $5,949+55.6% | $6,260+47.8% |