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 | $314,994 | $85,766+267.3% | $136,294+131.1% | $70,131+349.2% |
| Participation rate | 93.8% | 74.2%+19.6pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 15.46% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $10,417 | $2,966+251.2% | $4,695+121.8% | $2,342+344.7% |
| Participant deferral / active EE | $7,619 | $5,051+50.8% | $6,247+22.0% | $3,332+128.7% |
| Admin fee / account holder | $37,792 | $5,420+597.2% | $9,243+308.9% | $4,645+713.6% |