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 | $383,961 | $70,669+443.3% | $169,368+126.7% | $75,163+410.8% |
| Participation rate | 90.0% | 64.8%+25.2pp | 77.1%+12.9pp | 67.2%+22.8pp |
| Annual return | 19.73% | 36.36%-16.6pp | 405.60%-385.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $8,290 | $2,211+275.0% | $4,013+106.6% | $2,670+210.5% |
| Participant deferral / active EE | $12,192 | $4,311+182.8% | $6,221+96.0% | $4,125+195.5% |
| Admin fee / account holder | $65,369 | $5,402+1110.0% | $9,003+626.1% | $5,651+1056.8% |