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 | $332,143 | $56,053+492.5% | $75,972+337.2% | $80,856+310.8% |
| Participation rate | 97.8% | 62.0%+35.8pp | 69.1%+28.8pp | 67.6%+30.2pp |
| Annual return | 14.00% | 20.53%-6.5pp | 359.55%-345.5pp | 35.59%-21.6pp |
| Employer contribution / active EE | $14,579 | $1,874+677.9% | $2,685+443.0% | $2,755+429.2% |
| Participant deferral / active EE | $13,839 | $3,052+353.5% | $4,255+225.2% | $4,296+222.1% |
| Admin fee / account holder | $56,366 | $5,234+977.0% | $6,467+771.6% | $6,918+714.8% |