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 | $286,391 | $89,355+220.5% | $141,162+102.9% | $72,985+292.4% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 19.46% | 111.85%-92.4pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $9,630 | $3,114+209.2% | $4,735+103.4% | $2,440+294.7% |
| Participant deferral / active EE | $3,749 | $5,418-30.8% | $6,709-44.1% | $3,607+3.9% |
| Admin fee / account holder | $9,109 | $5,958+52.9% | $10,261-11.2% | $5,124+77.8% |