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 | $272,238 | $54,705+397.6% | $71,209+282.3% | $84,808+221.0% |
| Participation rate | 94.1% | 64.1%+30.0pp | 73.8%+20.4pp | 68.3%+25.8pp |
| Annual return | 15.60% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $31,617 | $2,158+1365.2% | $2,721+1062.0% | $2,631+1101.7% |
| Participant deferral / active EE | $12,721 | $3,030+319.8% | $4,175+204.7% | $4,212+202.0% |
| Admin fee / account holder | $48,821 | $4,863+903.8% | $5,349+812.8% | $7,344+564.8% |