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 | $353,978 | $98,750+258.5% | $149,696+136.5% | $79,858+343.3% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.5%-1.9pp | 69.6%+10.9pp |
| Annual return | 15.35% | 27.43%-12.1pp | 276.60%-261.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,849 | $3,216-11.4% | $4,644-38.7% | $2,471+15.3% |
| Participant deferral / active EE | $11,042 | $5,680+94.4% | $6,842+61.4% | $3,740+195.2% |
| Admin fee / account holder | $11,410 | $6,053+88.5% | $9,309+22.6% | $5,306+115.0% |