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 | $251,944 | $98,750+155.1% | $149,696+68.3% | $79,858+215.5% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.6%+0.4pp |
| Annual return | 13.45% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $8,249 | $3,216+156.5% | $4,644+77.6% | $2,471+233.8% |
| Participant deferral / active EE | $7,929 | $5,680+39.6% | $6,842+15.9% | $3,740+112.0% |
| Admin fee / account holder | $99,023 | $6,053+1536.0% | $9,309+963.8% | $5,306+1766.1% |