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 | $359,566 | $109,881+227.2% | $150,045+139.6% | $84,808+324.0% |
| Participation rate | 98.0% | 76.1%+22.0pp | 82.3%+15.7pp | 68.3%+29.7pp |
| Annual return | 15.30% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $10,139 | $3,561+184.7% | $4,693+116.0% | $2,631+285.4% |
| Participant deferral / active EE | $11,873 | $6,636+78.9% | $7,997+48.5% | $4,212+181.9% |
| Admin fee / account holder | $64,474 | $8,568+652.5% | $13,435+379.9% | $7,344+777.9% |