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 | $288,112 | $77,899+269.9% | $149,673+92.5% | $75,163+283.3% |
| Participation rate | 85.2% | 65.6%+19.6pp | 78.8%+6.4pp | 67.2%+18.0pp |
| Annual return | 14.23% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $24,819 | $3,137+691.1% | $4,818+415.2% | $2,670+829.6% |
| Participant deferral / active EE | $7,991 | $3,411+134.3% | $5,680+40.7% | $4,125+93.7% |
| Admin fee / account holder | $26,685 | $5,956+348.0% | $13,210+102.0% | $5,651+372.2% |