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 | $267,471 | $77,314+246.0% | $177,989+50.3% | $80,856+230.8% |
| Participation rate | 92.3% | 65.7%+26.6pp | 77.1%+15.2pp | 67.6%+24.7pp |
| Annual return | 19.04% | 18.09%+0.9pp | 294.48%-275.4pp | 35.59%-16.6pp |
| Employer contribution / active EE | $21,154 | $2,292+822.9% | $3,949+435.7% | $2,755+667.9% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $75,941 | $7,191+956.1% | $10,363+632.8% | $6,918+997.7% |