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 | $275,747 | $54,705+404.1% | $71,209+287.2% | $84,808+225.1% |
| Participation rate | 98.4% | 64.1%+34.3pp | 73.8%+24.6pp | 68.3%+30.1pp |
| Annual return | 15.02% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $14,514 | $2,158+572.6% | $2,721+433.4% | $2,631+451.7% |
| Participant deferral / active EE | $9,896 | $3,030+226.5% | $4,175+137.0% | $4,212+135.0% |
| Admin fee / account holder | $30,354 | $4,863+524.1% | $5,349+467.5% | $7,344+313.3% |