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 | $346,960 | $105,181+229.9% | $159,436+117.6% | $85,850+304.1% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.8%+3.8pp | 69.3%+17.4pp |
| Annual return | 18.17% | 45.07%-26.9pp | 263.57%-245.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $7,166 | $3,318+116.0% | $4,829+48.4% | $2,565+179.4% |
| Participant deferral / active EE | $7,725 | $5,945+30.0% | $7,352+5.1% | $3,952+95.5% |
| Admin fee / account holder | $20,220 | $6,933+191.6% | $10,799+87.2% | $6,260+223.0% |