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 | $317,105 | $89,753+253.3% | $107,525+194.9% | $84,808+273.9% |
| Participation rate | 91.1% | 68.1%+23.1pp | 75.1%+16.1pp | 68.3%+22.8pp |
| Annual return | 15.01% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $13,544 | $3,113+335.0% | $3,754+260.8% | $2,631+414.8% |
| Participant deferral / active EE | $12,911 | $4,056+218.3% | $5,116+152.4% | $4,212+206.6% |
| Admin fee / account holder | $11,295 | $7,222+56.4% | $8,919+26.6% | $7,344+53.8% |