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 | $342,488 | $58,208+488.4% | $81,812+318.6% | $80,856+323.6% |
| Participation rate | 93.5% | 63.4%+30.1pp | 72.3%+21.2pp | 67.6%+25.9pp |
| Annual return | 15.01% | 41.66%-26.6pp | 773.79%-758.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $14,053 | $2,340+500.6% | $2,912+382.6% | $2,755+410.1% |
| Participant deferral / active EE | $11,795 | $3,281+259.5% | $4,319+173.1% | $4,296+174.6% |
| Admin fee / account holder | $30,217 | $4,981+506.6% | $7,386+309.1% | $6,918+336.8% |