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 | $280,744 | $98,750+184.3% | $149,696+87.5% | $79,858+251.6% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.5%+16.3pp | 69.6%+29.1pp |
| Annual return | 15.20% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $10,436 | $3,216+224.5% | $4,644+124.7% | $2,471+322.4% |
| Participant deferral / active EE | $8,323 | $5,680+46.5% | $6,842+21.6% | $3,740+122.5% |
| Admin fee / account holder | $6,778 | $6,053+12.0% | $9,309-27.2% | $5,306+27.7% |