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 | $342,934 | $98,750+247.3% | $149,696+129.1% | $79,858+329.4% |
| Participation rate | 97.6% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.0pp |
| Annual return | 15.22% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $8,519 | $3,216+164.8% | $4,644+83.4% | $2,471+244.8% |
| Participant deferral / active EE | $11,428 | $5,680+101.2% | $6,842+67.0% | $3,740+205.5% |
| Admin fee / account holder | $4,003 | $6,053-33.9% | $9,309-57.0% | $5,306-24.6% |