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 | $379,722 | $109,881+245.6% | $150,045+153.1% | $84,808+347.7% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 16.67% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $6,892 | $3,561+93.5% | $4,693+46.9% | $2,631+162.0% |
| Participant deferral / active EE | $18,101 | $6,636+172.8% | $7,997+126.3% | $4,212+329.8% |
| Admin fee / account holder | $1,443 | $8,568-83.2% | $13,435-89.3% | $7,344-80.4% |