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 | $285,263 | $78,422+263.8% | $95,952+197.3% | $79,858+257.2% |
| Participation rate | 93.8% | 73.5%+20.3pp | 77.1%+16.7pp | 69.6%+24.1pp |
| Annual return | 19.50% | 19.37%+0.1pp | 91.61%-72.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $3,559 | $1,945+83.0% | $2,541+40.1% | $2,471+44.1% |
| Participant deferral / active EE | $6,334 | $3,440+84.1% | $4,167+52.0% | $3,740+69.3% |
| Admin fee / account holder | $9,501 | $5,622+69.0% | $6,795+39.8% | $5,306+79.0% |