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 | $283,278 | $89,355+217.0% | $141,162+100.7% | $72,985+288.1% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 25.91% | 111.85%-85.9pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $14,147 | $3,114+354.2% | $4,735+198.8% | $2,440+479.8% |
| Participant deferral / active EE | $12,502 | $5,418+130.7% | $6,709+86.3% | $3,607+246.6% |
| Admin fee / account holder | $16,688 | $5,958+180.1% | $10,261+62.6% | $5,124+225.7% |