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 | $296,778 | $85,202+248.3% | $172,739+71.8% | $72,985+306.6% |
| Participation rate | 92.6% | 70.1%+22.5pp | 82.6%+9.9pp | 69.5%+23.1pp |
| Annual return | 21.48% | 27.32%-5.8pp | 802.84%-781.4pp | 81.00%-59.5pp |
| Employer contribution / active EE | $9,838 | $3,324+195.9% | $5,143+91.3% | $2,440+303.2% |
| Participant deferral / active EE | $4,032 | $3,260+23.7% | $5,198-22.4% | $3,607+11.8% |
| Admin fee / account holder | $1,572 | $5,884-73.3% | $13,954-88.7% | $5,124-69.3% |