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 | $363,565 | $102,317+255.3% | $146,958+147.4% | $80,856+349.6% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 12.87% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,945 | $3,713+6.2% | $4,933-20.0% | $2,755+43.2% |
| Participant deferral / active EE | $11,144 | $6,644+67.7% | $8,070+38.1% | $4,296+159.4% |
| Admin fee / account holder | $26,882 | $7,941+238.5% | $12,998+106.8% | $6,918+288.6% |