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 | $253,716 | $54,705+363.8% | $71,209+256.3% | $84,808+199.2% |
| Participation rate | 90.6% | 64.1%+26.6pp | 73.8%+16.9pp | 68.3%+22.3pp |
| Annual return | 15.27% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $7,050 | $2,158+226.7% | $2,721+159.1% | $2,631+168.0% |
| Participant deferral / active EE | $11,215 | $3,030+270.1% | $4,175+168.6% | $4,212+166.3% |
| Admin fee / account holder | $1,126 | $4,863-76.9% | $5,349-79.0% | $7,344-84.7% |