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 | $266,343 | $54,705+386.9% | $71,209+274.0% | $84,808+214.1% |
| Participation rate | 88.0% | 64.1%+23.9pp | 73.8%+14.2pp | 68.3%+19.7pp |
| Annual return | 16.19% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,689 | $2,158+117.3% | $2,721+72.3% | $2,631+78.2% |
| Participant deferral / active EE | $9,261 | $3,030+205.6% | $4,175+121.8% | $4,212+119.9% |
| Admin fee / account holder | $44,499 | $4,863+815.0% | $5,349+731.9% | $7,344+505.9% |