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 7-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 | $271,233 | $81,248+233.8% | $155,509+74.4% | $80,856+235.5% |
| Participation rate | 97.8% | 66.2%+31.5pp | 78.2%+19.6pp | 67.6%+30.1pp |
| Annual return | 22.07% | 33.31%-11.2pp | 64.67%-42.6pp | 35.59%-13.5pp |
| Employer contribution / active EE | $18,551 | $3,100+498.4% | $4,672+297.0% | $2,755+573.4% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $10,353 | $7,997+29.5% | $15,912-34.9% | $6,918+49.6% |