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 | $390,498 | $89,753+335.1% | $107,525+263.2% | $84,808+360.5% |
| Participation rate | 92.1% | 68.1%+24.0pp | 75.1%+17.0pp | 68.3%+23.8pp |
| Annual return | 13.92% | 29.48%-15.6pp | 181.32%-167.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $5,727 | $3,113+83.9% | $3,754+52.6% | $2,631+117.7% |
| Participant deferral / active EE | $11,070 | $4,056+172.9% | $5,116+116.4% | $4,212+162.8% |
| Admin fee / account holder | $25,119 | $7,222+247.8% | $8,919+181.6% | $7,344+242.0% |