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 | $543,499 | $127,065+327.7% | $113,168+380.3% | $142,382+281.7% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 13.17% | 24.03%-10.9pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $14,538 | $3,442+322.4% | $2,975+388.6% | $4,299+238.2% |
| Participant deferral / active EE | $7,638 | $5,716+33.6% | $5,107+49.6% | $6,507+17.4% |
| Admin fee / account holder | $2,211 | $15,736-85.9% | $12,068-81.7% | $12,624-82.5% |