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 | $326,674 | $54,705+497.2% | $71,209+358.8% | $84,808+285.2% |
| Participation rate | 95.5% | 64.1%+31.4pp | 73.8%+21.7pp | 68.3%+27.1pp |
| Annual return | 15.73% | 35.90%-20.2pp | 282.51%-266.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $12,521 | $2,158+480.2% | $2,721+360.2% | $2,631+375.9% |
| Participant deferral / active EE | $12,968 | $3,030+327.9% | $4,175+210.6% | $4,212+207.9% |
| Admin fee / account holder | $21,356 | $4,863+339.1% | $5,349+299.3% | $7,344+190.8% |