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 | $284,165 | $152,460+86.4% | $118,746+139.3% | $147,584+92.5% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.3%+9.2pp | 82.8%+4.7pp |
| Annual return | 20.09% | 17.41%+2.7pp | 24.54%-4.4pp | 578.55%-558.5pp |
| Employer contribution / active EE | $7,340 | $5,046+45.5% | $4,193+75.1% | $4,876+50.5% |
| Participant deferral / active EE | $11,893 | $6,212+91.4% | $5,332+123.0% | $5,439+118.7% |
| Admin fee / account holder | $2,949 | $16,953-82.6% | $10,720-72.5% | $10,885-72.9% |