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 | $346,493 | $94,529+266.5% | $140,016+147.5% | $64,186+439.8% |
| Participation rate | 95.8% | 84.1%+11.7pp | 87.5%+8.3pp | 69.6%+26.3pp |
| Annual return | -5.20% | 7.77%-13.0pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $15,289 | $3,812+301.0% | $5,606+172.7% | $2,381+542.2% |
| Participant deferral / active EE | $8,024 | $5,250+52.8% | $6,927+15.8% | $3,470+131.3% |
| Admin fee / account holder | $30,151 | $6,741+347.3% | $10,705+181.6% | $4,888+516.8% |