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 | $329,110 | $109,359+200.9% | $162,163+102.9% | $72,985+350.9% |
| Participation rate | 98.3% | 84.3%+14.1pp | 87.6%+10.8pp | 69.5%+28.8pp |
| Annual return | 35.07% | 25.46%+9.6pp | 115.59%-80.5pp | 81.00%-45.9pp |
| Employer contribution / active EE | $11,107 | $3,907+184.3% | $5,614+97.9% | $2,440+355.2% |
| Participant deferral / active EE | $9,939 | $5,481+81.3% | $7,298+36.2% | $3,607+175.5% |
| Admin fee / account holder | $4,250 | $7,972-46.7% | $10,843-60.8% | $5,124-17.1% |