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 | $295,334 | $53,516+451.9% | $126,539+133.4% | $84,808+248.2% |
| Participation rate | 93.3% | 58.2%+35.1pp | 69.8%+23.5pp | 68.3%+25.0pp |
| Annual return | 17.22% | 58.34%-41.1pp | 425.95%-408.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,613 | $1,535+265.7% | $3,674+52.8% | $2,631+113.3% |
| Participant deferral / active EE | $11,245 | $2,671+321.1% | $4,083+175.4% | $4,212+167.0% |
| Admin fee / account holder | $4,408 | $4,497-2.0% | $6,065-27.3% | $7,344-40.0% |