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 4-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 | $350,514 | $77,314+353.4% | $177,989+96.9% | $80,856+333.5% |
| Participation rate | 96.3% | 65.7%+30.6pp | 77.1%+19.2pp | 67.6%+28.7pp |
| Annual return | 12.06% | 18.09%-6.0pp | 294.48%-282.4pp | 35.59%-23.5pp |
| Employer contribution / active EE | $5,707 | $2,292+149.0% | $3,949+44.5% | $2,755+107.2% |
| Participant deferral / active EE | $15,587 | $4,411+253.4% | $6,276+148.4% | $4,296+262.9% |
| Admin fee / account holder | $16,699 | $7,191+132.2% | $10,363+61.1% | $6,918+141.4% |