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 | $346,426 | $77,899+344.7% | $149,673+131.5% | $75,163+360.9% |
| Participation rate | 96.8% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.6pp |
| Annual return | 20.37% | 31.72%-11.3pp | 134.42%-114.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $18,834 | $3,137+500.3% | $4,818+290.9% | $2,670+605.4% |
| Participant deferral / active EE | $17,177 | $3,411+403.6% | $5,680+202.4% | $4,125+316.4% |
| Admin fee / account holder | $12,910 | $5,956+116.7% | $13,210-2.3% | $5,651+128.5% |