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 | $290,578 | $179,726+61.7% | $156,263+86.0% | $142,382+104.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 15.00% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,941 | $5,069+17.2% | $4,333+37.1% | $4,299+38.2% |
| Participant deferral / active EE | $11,892 | $6,956+71.0% | $6,158+93.1% | $6,507+82.8% |
| Admin fee / account holder | $2,467 | $17,272-85.7% | $14,255-82.7% | $12,624-80.5% |