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 | $302,064 | $114,381+164.1% | $107,525+180.9% | $142,382+112.1% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 17.03% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $7,667 | $4,015+91.0% | $3,754+104.3% | $4,299+78.3% |
| Participant deferral / active EE | $9,677 | $5,564+73.9% | $5,116+89.2% | $6,507+48.7% |
| Admin fee / account holder | $232,590 | $9,860+2258.9% | $8,919+2507.9% | $12,624+1742.5% |