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 | $315,754 | $98,750+219.8% | $149,696+110.9% | $79,858+295.4% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.6pp |
| Annual return | 14.98% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $26,389 | $3,216+720.4% | $4,644+468.2% | $2,471+968.0% |
| Participant deferral / active EE | $11,237 | $5,680+97.8% | $6,842+64.2% | $3,740+200.5% |
| Admin fee / account holder | $1,866 | $6,053-69.2% | $9,309-80.0% | $5,306-64.8% |