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 | $267,502 | $76,552+249.4% | $123,892+115.9% | $62,891+325.3% |
| Participation rate | 94.1% | 73.0%+21.1pp | 81.4%+12.7pp | 69.3%+24.8pp |
| Annual return | 6.05% | 18.68%-12.6pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $10,340 | $2,883+258.7% | $4,617+124.0% | $2,281+353.4% |
| Participant deferral / active EE | $9,588 | $4,840+98.1% | $5,984+60.2% | $3,203+199.4% |
| Admin fee / account holder | $14,182 | $4,826+193.9% | $8,357+69.7% | $4,296+230.2% |