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 | $256,012 | $95,416+168.3% | $185,823+37.8% | $85,850+198.2% |
| Participation rate | 91.3% | 68.8%+22.5pp | 81.7%+9.6pp | 69.3%+22.0pp |
| Annual return | 18.94% | 23.59%-4.6pp | 122.05%-103.1pp | 318.53%-299.6pp |
| Employer contribution / active EE | $9,174 | $3,314+176.8% | $5,167+77.5% | $2,565+257.6% |
| Participant deferral / active EE | $7,507 | $3,423+119.3% | $5,568+34.8% | $3,952+90.0% |
| Admin fee / account holder | $1,590 | $7,213-78.0% | $16,237-90.2% | $6,260-74.6% |