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 | $316,265 | $94,625+234.2% | $116,228+172.1% | $84,808+272.9% |
| Participation rate | 96.6% | 70.4%+26.2pp | 74.6%+22.1pp | 68.3%+28.3pp |
| Annual return | 17.79% | 20.40%-2.6pp | 90.06%-72.3pp | 40.90%-23.1pp |
| Employer contribution / active EE | $7,204 | $2,347+207.0% | $2,994+140.6% | $2,631+173.8% |
| Participant deferral / active EE | $6,985 | $3,972+75.9% | $4,953+41.0% | $4,212+65.9% |
| Admin fee / account holder | $5,351 | $10,091-47.0% | $11,989-55.4% | $7,344-27.1% |