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 | $342,467 | $95,803+257.5% | $113,168+202.6% | $84,808+303.8% |
| Participation rate | 81.1% | 72.9%+8.2pp | 76.6%+4.5pp | 68.3%+12.8pp |
| Annual return | 14.93% | 25.00%-10.1pp | 24.27%-9.3pp | 40.90%-26.0pp |
| Employer contribution / active EE | $12,691 | $2,360+437.8% | $2,975+326.6% | $2,631+382.4% |
| Participant deferral / active EE | $6,859 | $4,242+61.7% | $5,107+34.3% | $4,212+62.9% |
| Admin fee / account holder | $30,215 | $8,989+236.1% | $12,068+150.4% | $7,344+311.4% |