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 | $284,561 | $98,750+188.2% | $149,696+90.1% | $79,858+256.3% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 15.25% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $10,701 | $3,216+232.7% | $4,644+130.4% | $2,471+333.1% |
| Participant deferral / active EE | $10,581 | $5,680+86.3% | $6,842+54.7% | $3,740+182.9% |
| Admin fee / account holder | $2,503 | $6,053-58.7% | $9,309-73.1% | $5,306-52.8% |