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 | $265,116 | $117,983+124.7% | $101,794+160.4% | $142,382+86.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 39.91% | 36.92%+3.0pp | 30.53%+9.4pp | 217.08%-177.2pp |
| Employer contribution / active EE | $2,950 | $2,773+6.4% | $2,289+28.9% | $4,299-31.4% |
| Participant deferral / active EE | $7,138 | $4,714+51.4% | $4,084+74.8% | $6,507+9.7% |
| Admin fee / account holder | $523,712 | $10,433+4919.6% | $8,777+5866.8% | $12,624+4048.6% |