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 | $353,371 | $95,416+270.3% | $185,823+90.2% | $85,850+311.6% |
| Participation rate | 92.4% | 68.8%+23.7pp | 81.7%+10.7pp | 69.3%+23.1pp |
| Annual return | 19.32% | 23.59%-4.3pp | 122.05%-102.7pp | 318.53%-299.2pp |
| Employer contribution / active EE | $11,219 | $3,314+238.6% | $5,167+117.1% | $2,565+337.4% |
| Participant deferral / active EE | $4,452 | $3,423+30.1% | $5,568-20.0% | $3,952+12.7% |
| Admin fee / account holder | $2,370 | $7,213-67.1% | $16,237-85.4% | $6,260-62.1% |