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 | $294,955 | $109,881+168.4% | $150,045+96.6% | $84,808+247.8% |
| Participation rate | 97.4% | 76.1%+21.3pp | 82.3%+15.0pp | 68.3%+29.1pp |
| Annual return | 16.32% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $5,671 | $3,561+59.2% | $4,693+20.8% | $2,631+115.5% |
| Participant deferral / active EE | $13,237 | $6,636+99.5% | $7,997+65.5% | $4,212+214.3% |
| Admin fee / account holder | $24,697 | $8,568+188.2% | $13,435+83.8% | $7,344+236.3% |