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 | $358,456 | $89,355+301.2% | $141,162+153.9% | $72,985+391.1% |
| Participation rate | 87.6% | 75.1%+12.5pp | 82.5%+5.2pp | 69.5%+18.2pp |
| Annual return | 25.77% | 111.85%-86.1pp | 71.39%-45.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $14,142 | $3,114+354.1% | $4,735+198.7% | $2,440+479.6% |
| Participant deferral / active EE | $7,287 | $5,418+34.5% | $6,709+8.6% | $3,607+102.0% |
| Admin fee / account holder | $23,518 | $5,958+294.7% | $10,261+129.2% | $5,124+358.9% |