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 | $316,398 | $98,750+220.4% | $149,696+111.4% | $79,858+296.2% |
| Participation rate | 84.7% | 75.8%+9.0pp | 82.5%+2.3pp | 69.6%+15.1pp |
| Annual return | 19.14% | 27.43%-8.3pp | 276.60%-257.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $3,287 | $3,216+2.2% | $4,644-29.2% | $2,471+33.0% |
| Participant deferral / active EE | $14,252 | $5,680+150.9% | $6,842+108.3% | $3,740+281.1% |
| Admin fee / account holder | $29,180 | $6,053+382.1% | $9,309+213.5% | $5,306+449.9% |