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 9-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 | $320,558 | $98,750+224.6% | $149,696+114.1% | $79,858+301.4% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 14.06% | 27.43%-13.4pp | 276.60%-262.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,782 | $3,216-13.5% | $4,644-40.1% | $2,471+12.6% |
| Participant deferral / active EE | $9,628 | $5,680+69.5% | $6,842+40.7% | $3,740+157.4% |
| Admin fee / account holder | $30,152 | $6,053+398.2% | $9,309+223.9% | $5,306+468.2% |