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 | $372,150 | $109,359+240.3% | $162,163+129.5% | $72,985+409.9% |
| Participation rate | 93.8% | 84.3%+9.5pp | 87.6%+6.2pp | 69.5%+24.3pp |
| Annual return | 25.46% | 25.46%0pp | 115.59%-90.1pp | 81.00%-55.5pp |
| Employer contribution / active EE | $4,853 | $3,907+24.2% | $5,614-13.5% | $2,440+98.9% |
| Participant deferral / active EE | $17,292 | $5,481+215.5% | $7,298+136.9% | $3,607+379.3% |
| Admin fee / account holder | $40,835 | $7,972+412.2% | $10,843+276.6% | $5,124+696.9% |