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 | $297,194 | $89,753+231.1% | $107,525+176.4% | $84,808+250.4% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 17.13% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $13,748 | $3,113+341.6% | $3,754+266.3% | $2,631+422.5% |
| Participant deferral / active EE | $11,210 | $4,056+176.4% | $5,116+119.1% | $4,212+166.2% |
| Admin fee / account holder | $3,007 | $7,222-58.4% | $8,919-66.3% | $7,344-59.1% |