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 | $316,327 | $94,625+234.3% | $116,228+172.2% | $84,808+273.0% |
| Participation rate | 84.2% | 70.4%+13.8pp | 74.6%+9.7pp | 68.3%+15.9pp |
| Annual return | 16.31% | 20.40%-4.1pp | 90.06%-73.7pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,226 | $2,347+80.1% | $2,994+41.1% | $2,631+60.6% |
| Participant deferral / active EE | $9,522 | $3,972+139.7% | $4,953+92.2% | $4,212+126.1% |
| Admin fee / account holder | $13,614 | $10,091+34.9% | $11,989+13.6% | $7,344+85.4% |