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 | $302,278 | $109,881+175.1% | $150,045+101.5% | $84,808+256.4% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 15.45% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $12,251 | $3,561+244.0% | $4,693+161.0% | $2,631+365.6% |
| Participant deferral / active EE | $8,265 | $6,636+24.6% | $7,997+3.4% | $4,212+96.3% |
| Admin fee / account holder | $43,023 | $8,568+402.1% | $13,435+220.2% | $7,344+485.8% |