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 | $464,431 | $89,355+419.8% | $141,162+229.0% | $72,985+536.3% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 21.32% | 111.85%-90.5pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $14,376 | $3,114+361.6% | $4,735+203.6% | $2,440+489.2% |
| Participant deferral / active EE | $12,069 | $5,418+122.8% | $6,709+79.9% | $3,607+234.6% |
| Admin fee / account holder | $31,279 | $5,958+425.0% | $10,261+204.8% | $5,124+510.4% |