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 9-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 | $500,512 | $124,319+302.6% | $111,297+349.7% | $167,490+198.8% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 15.30% | 37.44%-22.1pp | 54.65%-39.4pp | 478.56%-463.3pp |
| Employer contribution / active EE | $835 | $3,435-75.7% | $2,731-69.4% | $4,837-82.7% |
| Participant deferral / active EE | $5,450 | $5,180+5.2% | $4,487+21.4% | $6,341-14.1% |
| Admin fee / account holder | $1,685 | $10,618-84.1% | $7,964-78.8% | $12,309-86.3% |