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 | $331,835 | $80,717+311.1% | $154,803+114.4% | $84,808+291.3% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.4pp | 68.3%+25.2pp |
| Annual return | 14.21% | 37.96%-23.7pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $18,399 | $2,761+566.3% | $4,305+327.3% | $2,631+599.3% |
| Participant deferral / active EE | $14,283 | $3,303+332.4% | $5,540+157.8% | $4,212+239.1% |
| Admin fee / account holder | $17,488 | $6,746+159.2% | $14,329+22.0% | $7,344+138.1% |