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 | $296,129 | $179,726+64.8% | $156,263+89.5% | $142,382+108.0% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.9%+14.8pp | 80.1%+13.6pp |
| Annual return | 16.43% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $11,821 | $5,069+133.2% | $4,333+172.8% | $4,299+175.0% |
| Participant deferral / active EE | $8,390 | $6,956+20.6% | $6,158+36.2% | $6,507+28.9% |
| Admin fee / account holder | $4,304 | $17,272-75.1% | $14,255-69.8% | $12,624-65.9% |