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 | $310,035 | $91,190+240.0% | $178,490+73.7% | $79,858+288.2% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | 16.77% | 24.19%-7.4pp | 151.07%-134.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $7,611 | $3,256+133.8% | $5,011+51.9% | $2,471+208.0% |
| Participant deferral / active EE | $5,265 | $3,236+62.7% | $5,202+1.2% | $3,740+40.8% |
| Admin fee / account holder | $1,153 | $6,751-82.9% | $13,984-91.8% | $5,306-78.3% |