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 | $270,250 | $54,705+394.0% | $71,209+279.5% | $84,808+218.7% |
| Participation rate | 83.1% | 64.1%+19.0pp | 73.8%+9.3pp | 68.3%+14.7pp |
| Annual return | 15.56% | 35.90%-20.3pp | 282.51%-267.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $6,197 | $2,158+187.2% | $2,721+127.7% | $2,631+135.5% |
| Participant deferral / active EE | $7,585 | $3,030+150.3% | $4,175+81.7% | $4,212+80.1% |
| Admin fee / account holder | $4,072 | $4,863-16.3% | $5,349-23.9% | $7,344-44.5% |