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 | $323,912 | $81,248+298.7% | $155,509+108.3% | $80,856+300.6% |
| Participation rate | 94.9% | 66.2%+28.6pp | 78.2%+16.7pp | 67.6%+27.2pp |
| Annual return | 21.32% | 33.31%-12.0pp | 64.67%-43.3pp | 35.59%-14.3pp |
| Employer contribution / active EE | $16,471 | $3,100+431.3% | $4,672+252.5% | $2,755+497.9% |
| Participant deferral / active EE | $10,169 | $3,452+194.6% | $5,626+80.7% | $4,296+136.7% |
| Admin fee / account holder | $32,474 | $7,997+306.1% | $15,912+104.1% | $6,918+369.4% |