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 | $281,668 | $85,202+230.6% | $172,739+63.1% | $72,985+285.9% |
| Participation rate | 95.8% | 70.1%+25.8pp | 82.6%+13.2pp | 69.5%+26.3pp |
| Annual return | 23.80% | 27.32%-3.5pp | 802.84%-779.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $9,962 | $3,324+199.7% | $5,143+93.7% | $2,440+308.3% |
| Participant deferral / active EE | $6,572 | $3,260+101.6% | $5,198+26.5% | $3,607+82.2% |
| Admin fee / account holder | $4,273 | $5,884-27.4% | $13,954-69.4% | $5,124-16.6% |