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 5-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 | $364,576 | $51,175+612.4% | $70,515+417.0% | $75,163+385.0% |
| Participation rate | 95.4% | 60.9%+34.4pp | 68.3%+27.0pp | 67.2%+28.2pp |
| Annual return | 23.97% | 30.02%-6.1pp | 32.77%-8.8pp | 160.62%-136.6pp |
| Employer contribution / active EE | $11,737 | $1,826+542.7% | $2,973+294.7% | $2,670+339.6% |
| Participant deferral / active EE | $15,371 | $2,849+439.5% | $4,567+236.6% | $4,125+272.6% |
| Admin fee / account holder | $7,919 | $4,091+93.6% | $6,412+23.5% | $5,651+40.1% |