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 9-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 | $286,871 | $95,266+201.1% | $82,389+248.2% | $142,382+101.5% |
| Participation rate | 91.3% | 74.5%+16.8pp | 69.5%+21.8pp | 80.1%+11.2pp |
| Annual return | 13.34% | 25.74%-12.4pp | 28.67%-15.3pp | 217.08%-203.7pp |
| Employer contribution / active EE | $815 | $2,991-72.8% | $2,517-67.6% | $4,299-81.1% |
| Participant deferral / active EE | $6,249 | $4,809+29.9% | $4,155+50.4% | $6,507-4.0% |
| Admin fee / account holder | $2,129 | $8,563-75.1% | $7,231-70.6% | $12,624-83.1% |