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 | $286,604 | $98,750+190.2% | $149,696+91.5% | $79,858+258.9% |
| Participation rate | 94.8% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.2pp |
| Annual return | 14.25% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $7,628 | $3,216+137.1% | $4,644+64.2% | $2,471+208.7% |
| Participant deferral / active EE | $6,377 | $5,680+12.3% | $6,842-6.8% | $3,740+70.5% |
| Admin fee / account holder | $5,150 | $6,053-14.9% | $9,309-44.7% | $5,306-2.9% |