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 | $258,604 | $87,733+194.8% | $106,548+142.7% | $85,850+201.2% |
| Participation rate | 97.1% | 71.9%+25.1pp | 76.1%+20.9pp | 69.3%+27.7pp |
| Annual return | 14.79% | 21.86%-7.1pp | 26.80%-12.0pp | 318.53%-303.7pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,853 | $3,469+155.2% | $4,398+101.3% | $3,952+124.0% |
| Admin fee / account holder | $28,420 | $6,767+320.0% | $7,407+283.7% | $6,260+354.0% |