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 | $310,787 | $78,422+296.3% | $95,952+223.9% | $79,858+289.2% |
| Participation rate | 94.4% | 73.5%+21.0pp | 77.1%+17.4pp | 69.6%+24.8pp |
| Annual return | 12.60% | 19.37%-6.8pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $11,040 | $1,945+467.6% | $2,541+334.5% | $2,471+346.8% |
| Participant deferral / active EE | $4,955 | $3,440+44.0% | $4,167+18.9% | $3,740+32.5% |
| Admin fee / account holder | $856 | $5,622-84.8% | $6,795-87.4% | $5,306-83.9% |