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 | $343,291 | $55,453+519.1% | $170,442+101.4% | $62,292+451.1% |
| Participation rate | 99.1% | 66.4%+32.7pp | 83.6%+15.5pp | 69.5%+29.6pp |
| Annual return | 19.41% | 21.38%-2.0pp | 205.93%-186.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $17,990 | $2,164+731.5% | $5,433+231.1% | $2,042+780.9% |
| Participant deferral / active EE | $12,737 | $2,303+453.1% | $4,939+157.9% | $3,169+301.9% |
| Admin fee / account holder | $1,179 | $455+159.1% | $13,880-91.5% | $479+146.0% |