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 | $340,614 | $85,202+299.8% | $172,739+97.2% | $72,985+366.7% |
| Participation rate | 97.0% | 70.1%+26.9pp | 82.6%+14.3pp | 69.5%+27.5pp |
| Annual return | 21.38% | 27.32%-5.9pp | 802.84%-781.5pp | 81.00%-59.6pp |
| Employer contribution / active EE | $31,289 | $3,324+841.2% | $5,143+508.4% | $2,440+1182.4% |
| Participant deferral / active EE | $15,062 | $3,260+362.0% | $5,198+189.8% | $3,607+317.5% |
| Admin fee / account holder | $19,868 | $5,884+237.7% | $13,954+42.4% | $5,124+287.7% |