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 | $289,347 | $89,355+223.8% | $141,162+105.0% | $72,985+296.4% |
| Participation rate | 92.2% | 75.1%+17.1pp | 82.5%+9.7pp | 69.5%+22.7pp |
| Annual return | 22.89% | 111.85%-89.0pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $13,970 | $3,114+348.6% | $4,735+195.0% | $2,440+472.6% |
| Participant deferral / active EE | $10,327 | $5,418+90.6% | $6,709+53.9% | $3,607+186.3% |
| Admin fee / account holder | $5,332 | $5,958-10.5% | $10,261-48.0% | $5,124+4.1% |