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 8-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 | $313,771 | $98,750+217.7% | $149,696+109.6% | $79,858+292.9% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.6%+27.7pp |
| Annual return | 21.82% | 27.43%-5.6pp | 276.60%-254.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $4,708 | $3,216+46.4% | $4,644+1.4% | $2,471+90.5% |
| Participant deferral / active EE | $10,223 | $5,680+80.0% | $6,842+49.4% | $3,740+173.3% |
| Admin fee / account holder | $4,685 | $6,053-22.6% | $9,309-49.7% | $5,306-11.7% |