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 | $373,453 | $95,416+291.4% | $185,823+101.0% | $85,850+335.0% |
| Participation rate | 97.4% | 68.8%+28.7pp | 81.7%+15.7pp | 69.3%+28.1pp |
| Annual return | 14.71% | 23.59%-8.9pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $9,807 | $3,314+195.9% | $5,167+89.8% | $2,565+282.3% |
| Participant deferral / active EE | $13,755 | $3,423+301.8% | $5,568+147.0% | $3,952+248.1% |
| Admin fee / account holder | $791 | $7,213-89.0% | $16,237-95.1% | $6,260-87.4% |