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 | $277,701 | $70,669+293.0% | $169,368+64.0% | $75,163+269.5% |
| Participation rate | 98.3% | 64.8%+33.5pp | 77.1%+21.1pp | 67.2%+31.1pp |
| Annual return | 15.75% | 36.36%-20.6pp | 405.60%-389.8pp | 160.62%-144.9pp |
| Employer contribution / active EE | $11,113 | $2,211+402.7% | $4,013+176.9% | $2,670+316.3% |
| Participant deferral / active EE | $8,326 | $4,311+93.1% | $6,221+33.8% | $4,125+101.8% |
| Admin fee / account holder | $15,254 | $5,402+182.4% | $9,003+69.4% | $5,651+169.9% |