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 | $294,234 | $89,355+229.3% | $141,162+108.4% | $72,985+303.1% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.6pp | 69.5%+28.6pp |
| Annual return | 21.20% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $15,635 | $3,114+402.0% | $4,735+230.2% | $2,440+540.8% |
| Participant deferral / active EE | $11,484 | $5,418+112.0% | $6,709+71.2% | $3,607+218.3% |
| Admin fee / account holder | $1,868 | $5,958-68.6% | $10,261-81.8% | $5,124-63.5% |