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 | $295,152 | $93,571+215.4% | $135,903+117.2% | $75,163+292.7% |
| Participation rate | 88.7% | 75.2%+13.5pp | 81.9%+6.8pp | 67.2%+21.5pp |
| Annual return | 19.96% | 30.90%-10.9pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $12,968 | $3,537+266.7% | $4,856+167.0% | $2,670+385.7% |
| Participant deferral / active EE | $12,823 | $6,404+100.2% | $7,758+65.3% | $4,125+210.8% |
| Admin fee / account holder | $6,120 | $6,975-12.3% | $10,762-43.1% | $5,651+8.3% |