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 | $285,331 | $88,083+223.9% | $164,813+73.1% | $74,495+283.0% |
| Participation rate | 99.1% | 73.0%+26.1pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 19.37% | 17.26%+2.1pp | 69.93%-50.6pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $7,552 | $2,593+191.3% | $4,341+74.0% | $2,623+187.9% |
| Participant deferral / active EE | $6,568 | $4,498+46.0% | $6,031+8.9% | $4,346+51.1% |
| Admin fee / account holder | $2,640 | $2,234+18.2% | $12,690-79.2% | $1,942+35.9% |