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 | $394,473 | $52,953+644.9% | $172,739+128.4% | $65,185+505.2% |
| Participation rate | 98.0% | 66.2%+31.8pp | 82.6%+15.4pp | 70.2%+27.8pp |
| Annual return | 23.23% | 30.12%-6.9pp | 802.84%-779.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $19,369 | $2,190+784.6% | $5,143+276.6% | $2,177+789.9% |
| Participant deferral / active EE | $11,605 | $2,471+369.7% | $5,198+123.3% | $3,514+230.3% |
| Admin fee / account holder | $7,782 | $472+1549.0% | $13,954-44.2% | $847+818.7% |