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 | $384,088 | $98,750+289.0% | $149,696+156.6% | $79,858+381.0% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.5%+12.4pp | 69.6%+25.2pp |
| Annual return | 14.14% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $13,043 | $3,216+305.5% | $4,644+180.9% | $2,471+427.9% |
| Participant deferral / active EE | $10,814 | $5,680+90.4% | $6,842+58.1% | $3,740+189.1% |
| Admin fee / account holder | $13,050 | $6,053+115.6% | $9,309+40.2% | $5,306+145.9% |