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 | $265,643 | $54,705+385.6% | $71,209+273.0% | $84,808+213.2% |
| Participation rate | 94.4% | 64.1%+30.3pp | 73.8%+20.6pp | 68.3%+26.1pp |
| Annual return | 16.24% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $7,660 | $2,158+255.0% | $2,721+181.5% | $2,631+191.1% |
| Participant deferral / active EE | $9,248 | $3,030+205.2% | $4,175+121.5% | $4,212+119.6% |
| Admin fee / account holder | $3,636 | $4,863-25.2% | $5,349-32.0% | $7,344-50.5% |