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 | $360,333 | $114,381+215.0% | $107,525+235.1% | $142,382+153.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 13.21% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $15,867 | $4,015+295.2% | $3,754+322.7% | $4,299+269.1% |
| Participant deferral / active EE | $18,650 | $5,564+235.2% | $5,116+264.6% | $6,507+186.6% |
| Admin fee / account holder | $1,571 | $9,860-84.1% | $8,919-82.4% | $12,624-87.6% |