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 | $513,396 | $104,974+389.1% | $95,585+437.1% | $142,382+260.6% |
| Participation rate | 82.6% | 75.0%+7.6pp | 72.1%+10.5pp | 80.1%+2.5pp |
| Annual return | 25.19% | 210.33%-185.1pp | 38.56%-13.4pp | 217.08%-191.9pp |
| Employer contribution / active EE | $387 | $2,779-86.1% | $2,527-84.7% | $4,299-91.0% |
| Participant deferral / active EE | $2,954 | $4,352-32.1% | $4,023-26.6% | $6,507-54.6% |
| Admin fee / account holder | $30,334 | $6,386+375.0% | $6,127+395.1% | $12,624+140.3% |