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 | $325,178 | $77,314+320.6% | $177,989+82.7% | $80,856+302.2% |
| Participation rate | 90.5% | 65.7%+24.8pp | 77.1%+13.4pp | 67.6%+22.8pp |
| Annual return | 13.59% | 18.09%-4.5pp | 294.48%-280.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $20,421 | $4,411+363.0% | $6,276+225.4% | $4,296+375.4% |
| Admin fee / account holder | $23,308 | $7,191+224.1% | $10,363+124.9% | $6,918+236.9% |