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 | $254,037 | $77,314+228.6% | $177,989+42.7% | $80,856+214.2% |
| Participation rate | 97.0% | 65.7%+31.3pp | 77.1%+19.9pp | 67.6%+29.4pp |
| Annual return | 14.02% | 18.09%-4.1pp | 294.48%-280.5pp | 35.59%-21.6pp |
| Employer contribution / active EE | $5,518 | $2,292+140.8% | $3,949+39.8% | $2,755+100.3% |
| Participant deferral / active EE | $12,749 | $4,411+189.1% | $6,276+103.1% | $4,296+196.8% |
| Admin fee / account holder | $32,525 | $7,191+352.3% | $10,363+213.9% | $6,918+370.2% |