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 6-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 | $310,022 | $109,881+182.1% | $150,045+106.6% | $84,808+265.6% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 16.22% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,950 | $3,561+39.0% | $4,693+5.5% | $2,631+88.1% |
| Participant deferral / active EE | $13,652 | $6,636+105.7% | $7,997+70.7% | $4,212+224.1% |
| Admin fee / account holder | $19,494 | $8,568+127.5% | $13,435+45.1% | $7,344+165.4% |