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 9-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 | $257,950 | $70,428+266.3% | $96,562+167.1% | $85,850+200.5% |
| Participation rate | 80.6% | 61.8%+18.8pp | 69.8%+10.8pp | 69.3%+11.3pp |
| Annual return | 18.39% | 18.59%-0.2pp | 37.78%-19.4pp | 318.53%-300.1pp |
| Employer contribution / active EE | $7,295 | $1,413+416.3% | $2,356+209.6% | $2,565+184.4% |
| Participant deferral / active EE | $4,714 | $2,894+62.9% | $3,849+22.5% | $3,952+19.3% |
| Admin fee / account holder | $49,147 | $4,997+883.6% | $6,181+695.2% | $6,260+685.1% |