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 | $307,650 | $59,101+420.6% | $77,163+298.7% | $75,163+309.3% |
| Participation rate | 96.2% | 63.9%+32.3pp | 69.6%+26.6pp | 67.2%+29.0pp |
| Annual return | 17.26% | 26.71%-9.5pp | 37.87%-20.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $8,836 | $1,995+342.8% | $2,535+248.6% | $2,670+230.9% |
| Participant deferral / active EE | $5,743 | $2,999+91.5% | $3,833+49.8% | $4,125+39.2% |
| Admin fee / account holder | $36,203 | $4,774+658.3% | $5,472+561.6% | $5,651+540.7% |