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 | $283,695 | $64,839+337.5% | $95,585+196.8% | $84,808+234.5% |
| Participation rate | 98.0% | 63.8%+34.1pp | 72.1%+25.9pp | 68.3%+29.6pp |
| Annual return | 16.90% | -670.96%+687.9pp | 38.56%-21.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $15,906 | $1,759+804.4% | $2,527+529.6% | $2,631+504.6% |
| Participant deferral / active EE | $7,057 | $2,965+138.0% | $4,023+75.4% | $4,212+67.6% |
| Admin fee / account holder | $8,159 | $5,964+36.8% | $6,127+33.2% | $7,344+11.1% |