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 | $376,234 | $86,286+336.0% | $111,297+238.0% | $85,850+338.2% |
| Participation rate | 95.5% | 73.3%+22.1pp | 77.3%+18.1pp | 69.3%+26.1pp |
| Annual return | 16.29% | 19.99%-3.7pp | 54.65%-38.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $6,785 | $2,043+232.1% | $2,731+148.4% | $2,565+164.5% |
| Participant deferral / active EE | $5,277 | $3,641+45.0% | $4,487+17.6% | $3,952+33.5% |
| Admin fee / account holder | $25,293 | $8,188+208.9% | $7,964+217.6% | $6,260+304.0% |