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 9-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 | $315,118 | $77,314+307.6% | $177,989+77.0% | $80,856+289.7% |
| Participation rate | 93.9% | 65.7%+28.2pp | 77.1%+16.9pp | 67.6%+26.3pp |
| Annual return | 12.52% | 18.09%-5.6pp | 294.48%-282.0pp | 35.59%-23.1pp |
| Employer contribution / active EE | $5,140 | $2,292+124.2% | $3,949+30.2% | $2,755+86.6% |
| Participant deferral / active EE | $16,275 | $4,411+269.0% | $6,276+159.3% | $4,296+278.9% |
| Admin fee / account holder | $20,492 | $7,191+185.0% | $10,363+97.7% | $6,918+196.2% |