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 | $350,286 | $54,705+540.3% | $71,209+391.9% | $84,808+313.0% |
| Participation rate | 97.3% | 64.1%+33.2pp | 73.8%+23.5pp | 68.3%+29.0pp |
| Annual return | 14.43% | 35.90%-21.5pp | 282.51%-268.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $10,752 | $2,158+398.3% | $2,721+295.2% | $2,631+308.7% |
| Participant deferral / active EE | $10,686 | $3,030+252.6% | $4,175+156.0% | $4,212+153.7% |
| Admin fee / account holder | $31,992 | $4,863+557.8% | $5,349+498.1% | $7,344+335.6% |