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 | $330,377 | $98,750+234.6% | $149,696+120.7% | $79,858+313.7% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 28.50% | 27.43%+1.1pp | 276.60%-248.1pp | 31.71%-3.2pp |
| Employer contribution / active EE | $6,574 | $3,216+104.4% | $4,644+41.5% | $2,471+166.1% |
| Participant deferral / active EE | $7,102 | $5,680+25.0% | $6,842+3.8% | $3,740+89.9% |
| Admin fee / account holder | $9,753 | $6,053+61.1% | $9,309+4.8% | $5,306+83.8% |