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 | $258,772 | $91,538+182.7% | $129,995+99.1% | $75,163+244.3% |
| Participation rate | 99.0% | 71.4%+27.5pp | 78.5%+20.5pp | 67.2%+31.8pp |
| Annual return | 20.64% | -631.11%+651.8pp | -137.18%+157.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $8,130 | $2,845+185.7% | $4,320+88.2% | $2,670+204.5% |
| Participant deferral / active EE | $6,592 | $4,341+51.9% | $5,820+13.3% | $4,125+59.8% |
| Admin fee / account holder | $5,782 | $6,790-14.8% | $10,614-45.5% | $5,651+2.3% |