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 | $341,587 | $89,753+280.6% | $107,525+217.7% | $84,808+302.8% |
| Participation rate | 93.2% | 68.1%+25.1pp | 75.1%+18.1pp | 68.3%+24.9pp |
| Annual return | 15.23% | 29.48%-14.2pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $8,720 | $3,113+180.1% | $3,754+132.3% | $2,631+231.4% |
| Participant deferral / active EE | $13,055 | $4,056+221.9% | $5,116+155.2% | $4,212+210.0% |
| Admin fee / account holder | $103,730 | $7,222+1336.3% | $8,919+1063.1% | $7,344+1312.5% |