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 | $278,373 | $58,208+378.2% | $81,812+240.3% | $80,856+244.3% |
| Participation rate | 93.8% | 63.4%+30.4pp | 72.3%+21.5pp | 67.6%+26.2pp |
| Annual return | 12.97% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $11,818 | $2,340+405.0% | $2,912+305.8% | $2,755+329.0% |
| Participant deferral / active EE | $12,000 | $3,281+265.7% | $4,319+177.9% | $4,296+179.3% |
| Admin fee / account holder | $8,092 | $4,981+62.5% | $7,386+9.6% | $6,918+17.0% |