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 | $309,548 | $49,227+528.8% | $70,449+339.4% | $79,858+287.6% |
| Participation rate | 98.5% | 69.2%+29.3pp | 75.1%+23.4pp | 69.6%+28.9pp |
| Annual return | 14.09% | 30.06%-16.0pp | 109.03%-94.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $11,289 | $2,099+437.8% | $2,737+312.5% | $2,471+356.9% |
| Participant deferral / active EE | $10,298 | $2,768+272.1% | $3,709+177.7% | $3,740+175.3% |
| Admin fee / account holder | $4,216 | $2,878+46.5% | $3,845+9.6% | $5,306-20.6% |