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 | $372,815 | $104,664+256.2% | $85,682+335.1% | $167,490+122.6% |
| Participation rate | 85.0% | 76.4%+8.6pp | 69.9%+15.1pp | 82.1%+2.9pp |
| Annual return | 19.72% | 21.45%-1.7pp | 21.49%-1.8pp | 478.56%-458.8pp |
| Employer contribution / active EE | $6,637 | $3,337+98.9% | $2,618+153.5% | $4,837+37.2% |
| Participant deferral / active EE | $8,129 | $4,824+68.5% | $3,923+107.2% | $6,341+28.2% |
| Admin fee / account holder | $15,471 | $10,032+54.2% | $6,873+125.1% | $12,309+25.7% |