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 | $334,504 | $77,314+332.7% | $177,989+87.9% | $80,856+313.7% |
| Participation rate | 96.6% | 65.7%+30.9pp | 77.1%+19.5pp | 67.6%+28.9pp |
| Annual return | 18.87% | 18.09%+0.8pp | 294.48%-275.6pp | 35.59%-16.7pp |
| Employer contribution / active EE | $7,538 | $2,292+228.9% | $3,949+90.9% | $2,755+173.6% |
| Participant deferral / active EE | $14,291 | $4,411+224.0% | $6,276+127.7% | $4,296+232.7% |
| Admin fee / account holder | $19,874 | $7,191+176.4% | $10,363+91.8% | $6,918+187.3% |