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 | $389,249 | $85,766+353.9% | $136,294+185.6% | $70,131+455.0% |
| Participation rate | 97.0% | 74.2%+22.9pp | 81.9%+15.1pp | 69.5%+27.5pp |
| Annual return | 16.90% | 31.45%-14.6pp | 5155.94%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $15,978 | $2,966+438.7% | $4,695+240.3% | $2,342+582.1% |
| Participant deferral / active EE | $9,373 | $5,051+85.5% | $6,247+50.0% | $3,332+181.3% |
| Admin fee / account holder | $37,342 | $5,420+588.9% | $9,243+304.0% | $4,645+703.9% |