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 | $364,923 | $102,317+256.7% | $146,958+148.3% | $80,856+351.3% |
| Participation rate | 95.7% | 75.8%+19.8pp | 82.2%+13.5pp | 67.6%+28.0pp |
| Annual return | 12.90% | 134.76%-121.9pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $9,198 | $3,713+147.7% | $4,933+86.5% | $2,755+233.9% |
| Participant deferral / active EE | $14,553 | $6,644+119.1% | $8,070+80.3% | $4,296+238.8% |
| Admin fee / account holder | $14,486 | $7,941+82.4% | $12,998+11.4% | $6,918+109.4% |