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 | $261,668 | $64,839+303.6% | $95,585+173.8% | $84,808+208.5% |
| Participation rate | 93.1% | 63.8%+29.3pp | 72.1%+21.0pp | 68.3%+24.8pp |
| Annual return | 15.39% | -670.96%+686.3pp | 38.56%-23.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,849 | $1,759+118.9% | $2,527+52.4% | $2,631+46.3% |
| Participant deferral / active EE | $13,685 | $2,965+361.6% | $4,023+240.2% | $4,212+224.9% |
| Admin fee / account holder | $45,912 | $5,964+669.8% | $6,127+649.3% | $7,344+525.2% |