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 | $294,292 | $89,753+227.9% | $107,525+173.7% | $84,808+247.0% |
| Participation rate | 84.3% | 68.1%+16.3pp | 75.1%+9.2pp | 68.3%+16.0pp |
| Annual return | 17.90% | 29.48%-11.6pp | 181.32%-163.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $7,123 | $3,113+128.8% | $3,754+89.8% | $2,631+170.7% |
| Participant deferral / active EE | $13,787 | $4,056+239.9% | $5,116+169.5% | $4,212+227.4% |
| Admin fee / account holder | $30,272 | $7,222+319.2% | $8,919+239.4% | $7,344+312.2% |