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 | $401,283 | $98,750+306.4% | $149,696+168.1% | $79,858+402.5% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.0pp |
| Annual return | 15.23% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $974 | $3,216-69.7% | $4,644-79.0% | $2,471-60.6% |
| Participant deferral / active EE | $6,931 | $5,680+22.0% | $6,842+1.3% | $3,740+85.3% |
| Admin fee / account holder | $17,271 | $6,053+185.3% | $9,309+85.5% | $5,306+225.5% |