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 4-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 | $271,292 | $109,413+148.0% | $156,263+73.6% | $84,808+219.9% |
| Participation rate | 80.8% | 72.7%+8.1pp | 78.9%+1.9pp | 68.3%+12.5pp |
| Annual return | 17.09% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $10,314 | $2,907+254.8% | $4,333+138.0% | $2,631+292.0% |
| Participant deferral / active EE | $11,209 | $4,590+144.2% | $6,158+82.0% | $4,212+166.1% |
| Admin fee / account holder | $45,428 | $9,357+385.5% | $14,255+218.7% | $7,344+518.6% |