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 | $276,566 | $89,355+209.5% | $141,162+95.9% | $72,985+278.9% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.5%+10.6pp | 69.5%+23.6pp |
| Annual return | 21.27% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $15,675 | $3,114+403.3% | $4,735+231.0% | $2,440+542.4% |
| Participant deferral / active EE | $12,733 | $5,418+135.0% | $6,709+89.8% | $3,607+253.0% |
| Admin fee / account holder | $3,172 | $5,958-46.8% | $10,261-69.1% | $5,124-38.1% |