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 | $301,947 | $98,750+205.8% | $149,696+101.7% | $79,858+278.1% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.5%+10.0pp | 69.6%+22.9pp |
| Annual return | 16.08% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $616 | $3,216-80.8% | $4,644-86.7% | $2,471-75.1% |
| Participant deferral / active EE | $7,847 | $5,680+38.1% | $6,842+14.7% | $3,740+109.8% |
| Admin fee / account holder | $19,688 | $6,053+225.3% | $9,309+111.5% | $5,306+271.0% |