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 | $382,902 | $99,985+283.0% | $146,665+161.1% | $85,850+346.0% |
| Participation rate | 90.0% | 73.1%+16.9pp | 80.1%+9.9pp | 69.3%+20.7pp |
| Annual return | 12.00% | 18.93%-6.9pp | 22.74%-10.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $4,369 | $2,559+70.7% | $4,136+5.6% | $2,565+70.3% |
| Participant deferral / active EE | $9,915 | $4,006+147.5% | $5,506+80.1% | $3,952+150.9% |
| Admin fee / account holder | $645 | $7,702-91.6% | $10,280-93.7% | $6,260-89.7% |