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 | $285,942 | $98,750+189.6% | $149,696+91.0% | $79,858+258.1% |
| Participation rate | 89.4% | 75.8%+13.6pp | 82.5%+6.9pp | 69.6%+19.8pp |
| Annual return | 22.94% | 27.43%-4.5pp | 276.60%-253.7pp | 31.71%-8.8pp |
| Employer contribution / active EE | $3,671 | $3,216+14.1% | $4,644-21.0% | $2,471+48.6% |
| Participant deferral / active EE | $14,272 | $5,680+151.3% | $6,842+108.6% | $3,740+281.6% |
| Admin fee / account holder | $8,492 | $6,053+40.3% | $9,309-8.8% | $5,306+60.0% |