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 | $280,814 | $77,314+263.2% | $177,989+57.8% | $80,856+247.3% |
| Participation rate | 89.3% | 65.7%+23.6pp | 77.1%+12.2pp | 67.6%+21.6pp |
| Annual return | 15.00% | 18.09%-3.1pp | 294.48%-279.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $4,334 | $2,292+89.1% | $3,949+9.8% | $2,755+57.3% |
| Participant deferral / active EE | $17,335 | $4,411+293.0% | $6,276+176.2% | $4,296+303.5% |
| Admin fee / account holder | $731 | $7,191-89.8% | $10,363-92.9% | $6,918-89.4% |