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 | $298,598 | $48,795+511.9% | $65,493+355.9% | $84,808+252.1% |
| Participation rate | 98.4% | 67.0%+31.4pp | 73.1%+25.3pp | 68.3%+30.0pp |
| Annual return | 15.28% | 20.20%-4.9pp | 982.45%-967.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,656 | $1,930+89.5% | $2,574+42.0% | $2,631+39.0% |
| Participant deferral / active EE | $15,805 | $2,928+439.7% | $3,961+299.0% | $4,212+275.3% |
| Admin fee / account holder | $58,128 | $3,877+1399.3% | $5,028+1056.0% | $7,344+691.5% |