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 | $372,121 | $105,181+253.8% | $159,436+133.4% | $85,850+333.5% |
| Participation rate | 93.4% | 75.8%+17.7pp | 82.8%+10.6pp | 69.3%+24.1pp |
| Annual return | 20.60% | 45.07%-24.5pp | 263.57%-243.0pp | 318.53%-297.9pp |
| Employer contribution / active EE | $2,303 | $3,318-30.6% | $4,829-52.3% | $2,565-10.2% |
| Participant deferral / active EE | $10,982 | $5,945+84.7% | $7,352+49.4% | $3,952+177.9% |
| Admin fee / account holder | $19,818 | $6,933+185.8% | $10,799+83.5% | $6,260+216.6% |