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 | $367,986 | $95,416+285.7% | $185,823+98.0% | $85,850+328.6% |
| Participation rate | 79.5% | 68.8%+10.8pp | 81.7%-2.2pp | 69.3%+10.2pp |
| Annual return | 17.32% | 23.59%-6.3pp | 122.05%-104.7pp | 318.53%-301.2pp |
| Employer contribution / active EE | $7,897 | $3,314+138.3% | $5,167+52.8% | $2,565+207.9% |
| Participant deferral / active EE | $12,035 | $3,423+251.6% | $5,568+116.2% | $3,952+204.6% |
| Admin fee / account holder | $6,876 | $7,213-4.7% | $16,237-57.7% | $6,260+9.8% |