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 | $369,722 | $54,705+575.8% | $71,209+419.2% | $84,808+336.0% |
| Participation rate | 83.9% | 64.1%+19.8pp | 73.8%+10.1pp | 68.3%+15.6pp |
| Annual return | 14.24% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,807 | $2,158+76.4% | $2,721+39.9% | $2,631+44.7% |
| Participant deferral / active EE | $7,475 | $3,030+146.7% | $4,175+79.0% | $4,212+77.5% |
| Admin fee / account holder | $105,059 | $4,863+2060.2% | $5,349+1864.2% | $7,344+1330.6% |