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 | $291,315 | $71,050+310.0% | $93,606+211.2% | $80,856+260.3% |
| Participation rate | 76.9% | 60.4%+16.5pp | 68.7%+8.2pp | 67.6%+9.3pp |
| Annual return | 13.01% | 11.26%+1.8pp | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $11,699 | $1,564+648.2% | $2,420+383.5% | $2,755+324.7% |
| Participant deferral / active EE | $3,677 | $4,034-8.8% | $4,411-16.6% | $4,296-14.4% |
| Admin fee / account holder | $27,639 | $6,945+298.0% | $8,285+233.6% | $6,918+299.5% |