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 | $373,986 | $72,177+418.2% | $115,037+225.1% | $59,632+527.2% |
| Participation rate | 93.8% | 72.6%+21.2pp | 81.4%+12.4pp | 68.7%+25.1pp |
| Annual return | 1.21% | 12.02%-10.8pp | 26.14%-24.9pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $17,038 | $2,841+499.7% | $4,608+269.8% | $2,203+673.5% |
| Participant deferral / active EE | $8,296 | $4,783+73.4% | $6,026+37.7% | $3,192+159.9% |
| Admin fee / account holder | $16,773 | $4,927+240.4% | $8,175+105.2% | $4,297+290.3% |