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 | $352,068 | $86,286+308.0% | $111,297+216.3% | $85,850+310.1% |
| Participation rate | 88.0% | 73.3%+14.7pp | 77.3%+10.7pp | 69.3%+18.7pp |
| Annual return | 16.34% | 19.99%-3.6pp | 54.65%-38.3pp | 318.53%-302.2pp |
| Employer contribution / active EE | $11,436 | $2,043+459.7% | $2,731+318.8% | $2,565+345.8% |
| Participant deferral / active EE | $5,704 | $3,641+56.7% | $4,487+27.1% | $3,952+44.3% |
| Admin fee / account holder | $24,128 | $8,188+194.7% | $7,964+203.0% | $6,260+285.4% |