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 | $407,878 | $95,803+325.7% | $113,168+260.4% | $84,808+380.9% |
| Participation rate | 96.7% | 72.9%+23.8pp | 76.6%+20.1pp | 68.3%+28.4pp |
| Annual return | 18.67% | 25.00%-6.3pp | 24.27%-5.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $6,019 | $2,360+155.1% | $2,975+102.3% | $2,631+128.8% |
| Participant deferral / active EE | $7,946 | $4,242+87.3% | $5,107+55.6% | $4,212+88.7% |
| Admin fee / account holder | $1,502 | $8,989-83.3% | $12,068-87.6% | $7,344-79.6% |