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 | $489,133 | $58,208+740.3% | $81,812+497.9% | $80,856+504.9% |
| Participation rate | 92.6% | 63.4%+29.2pp | 72.3%+20.2pp | 67.6%+25.0pp |
| Annual return | 14.78% | 41.66%-26.9pp | 773.79%-759.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $7,809 | $2,340+233.7% | $2,912+168.1% | $2,755+183.4% |
| Participant deferral / active EE | $6,757 | $3,281+105.9% | $4,319+56.5% | $4,296+57.3% |
| Admin fee / account holder | $4,870 | $4,981-2.2% | $7,386-34.1% | $6,918-29.6% |