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 | $328,136 | $95,416+243.9% | $185,823+76.6% | $85,850+282.2% |
| Participation rate | 97.6% | 68.8%+28.9pp | 81.7%+15.9pp | 69.3%+28.3pp |
| Annual return | 18.02% | 23.59%-5.6pp | 122.05%-104.0pp | 318.53%-300.5pp |
| Employer contribution / active EE | $10,001 | $3,314+201.8% | $5,167+93.5% | $2,565+289.9% |
| Participant deferral / active EE | $6,885 | $3,423+101.1% | $5,568+23.7% | $3,952+74.2% |
| Admin fee / account holder | $1,062 | $7,213-85.3% | $16,237-93.5% | $6,260-83.0% |