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 | $333,819 | $80,717+313.6% | $154,803+115.6% | $84,808+293.6% |
| Participation rate | 93.2% | 66.8%+26.4pp | 78.1%+15.1pp | 68.3%+24.9pp |
| Annual return | 16.10% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $11,630 | $2,761+321.2% | $4,305+170.1% | $2,631+342.0% |
| Participant deferral / active EE | $10,887 | $3,303+229.6% | $5,540+96.5% | $4,212+158.5% |
| Admin fee / account holder | $72,603 | $6,746+976.3% | $14,329+406.7% | $7,344+888.6% |