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 | $282,235 | $98,750+185.8% | $149,696+88.5% | $79,858+253.4% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 16.43% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $21,661 | $3,216+573.4% | $4,644+366.4% | $2,471+776.7% |
| Participant deferral / active EE | $21,168 | $5,680+272.7% | $6,842+209.4% | $3,740+466.0% |
| Admin fee / account holder | $7,857 | $6,053+29.8% | $9,309-15.6% | $5,306+48.1% |