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 | $367,927 | $46,732+687.3% | $156,549+135.0% | $55,167+566.9% |
| Participation rate | 95.5% | 65.8%+29.7pp | 84.0%+11.5pp | 69.0%+26.5pp |
| Annual return | 8.35% | 17.72%-9.4pp | 32.23%-23.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $21,728 | $2,105+932.2% | $5,501+295.0% | $1,963+1007.1% |
| Participant deferral / active EE | $9,058 | $2,204+311.0% | $4,871+86.0% | $3,054+196.6% |
| Admin fee / account holder | $35,723 | $418+8438.5% | $13,027+174.2% | $504+6989.3% |