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 8-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 | $375,722 | $98,750+280.5% | $149,696+151.0% | $79,858+370.5% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 24.19% | 27.43%-3.2pp | 276.60%-252.4pp | 31.71%-7.5pp |
| Employer contribution / active EE | $8,960 | $3,216+178.6% | $4,644+92.9% | $2,471+262.6% |
| Participant deferral / active EE | $6,104 | $5,680+7.5% | $6,842-10.8% | $3,740+63.2% |
| Admin fee / account holder | $3,567 | $6,053-41.1% | $9,309-61.7% | $5,306-32.8% |