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 | $297,372 | $84,233+253.0% | $170,442+74.5% | $70,131+324.0% |
| Participation rate | 94.7% | 70.8%+23.9pp | 83.6%+11.1pp | 69.5%+25.2pp |
| Annual return | 15.57% | 23.06%-7.5pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $10,382 | $3,387+206.5% | $5,433+91.1% | $2,342+343.2% |
| Participant deferral / active EE | $5,636 | $3,086+82.6% | $4,939+14.1% | $3,332+69.2% |
| Admin fee / account holder | $2,451 | $5,698-57.0% | $13,880-82.3% | $4,645-47.2% |