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 | $349,616 | $54,573+540.6% | $90,951+284.4% | $73,488+375.7% |
| Participation rate | 87.1% | 61.2%+26.0pp | 69.0%+18.1pp | 70.7%+16.4pp |
| Annual return | 32.78% | 16.69%+16.1pp | 134.60%-101.8pp | 28.51%+4.3pp |
| Employer contribution / active EE | $6,274 | $991+532.8% | $2,122+195.7% | $2,270+176.4% |
| Participant deferral / active EE | $10,282 | $2,517+308.5% | $3,373+204.8% | $3,740+174.9% |
| Admin fee / account holder | $4,532 | $521+769.1% | $5,959-23.9% | $513+783.3% |