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 | $287,862 | $78,705+265.8% | $117,854+144.3% | $70,131+310.5% |
| Participation rate | 93.5% | 73.2%+20.4pp | 79.7%+13.9pp | 69.5%+24.0pp |
| Annual return | 20.53% | 23.30%-2.8pp | 335.08%-314.5pp | 73.14%-52.6pp |
| Employer contribution / active EE | $4,249 | $2,223+91.1% | $3,786+12.2% | $2,342+81.4% |
| Participant deferral / active EE | $10,810 | $3,297+227.9% | $4,482+141.2% | $3,332+224.5% |
| Admin fee / account holder | $5,281 | $5,065+4.3% | $8,020-34.1% | $4,645+13.7% |