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 | $276,207 | $55,453+398.1% | $170,442+62.1% | $62,292+343.4% |
| Participation rate | 97.1% | 66.4%+30.7pp | 83.6%+13.5pp | 69.5%+27.5pp |
| Annual return | 18.22% | 21.38%-3.2pp | 205.93%-187.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $13,927 | $2,164+543.7% | $5,433+156.4% | $2,042+582.0% |
| Participant deferral / active EE | $9,610 | $2,303+317.3% | $4,939+94.5% | $3,169+203.2% |
| Admin fee / account holder | $12,446 | $455+2635.2% | $13,880-10.3% | $479+2496.6% |