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 | $271,206 | $54,705+395.8% | $71,209+280.9% | $84,808+219.8% |
| Participation rate | 91.1% | 64.1%+27.0pp | 73.8%+17.4pp | 68.3%+22.8pp |
| Annual return | 13.82% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $5,290 | $2,158+145.2% | $2,721+94.4% | $2,631+101.1% |
| Participant deferral / active EE | $8,266 | $3,030+172.8% | $4,175+98.0% | $4,212+96.3% |
| Admin fee / account holder | $3,989 | $4,863-18.0% | $5,349-25.4% | $7,344-45.7% |