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 | $333,394 | $89,355+273.1% | $141,162+136.2% | $72,985+356.8% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.5%+15.0pp | 69.5%+28.0pp |
| Annual return | 22.69% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $9,224 | $3,114+196.2% | $4,735+94.8% | $2,440+278.1% |
| Participant deferral / active EE | $11,136 | $5,418+105.5% | $6,709+66.0% | $3,607+208.7% |
| Admin fee / account holder | $58,797 | $5,958+886.8% | $10,261+473.0% | $5,124+1047.4% |