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 | $320,995 | $84,233+281.1% | $170,442+88.3% | $70,131+357.7% |
| Participation rate | 96.9% | 70.8%+26.0pp | 83.6%+13.3pp | 69.5%+27.3pp |
| Annual return | 14.72% | 23.06%-8.3pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $10,779 | $3,387+218.2% | $5,433+98.4% | $2,342+360.2% |
| Participant deferral / active EE | $12,055 | $3,086+290.7% | $4,939+144.0% | $3,332+261.8% |
| Admin fee / account holder | $88,632 | $5,698+1455.5% | $13,880+538.5% | $4,645+1808.0% |