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 | $489,904 | $91,538+435.2% | $129,995+276.9% | $75,163+551.8% |
| Participation rate | 96.3% | 71.4%+24.9pp | 78.5%+17.8pp | 67.2%+29.1pp |
| Annual return | 21.75% | -631.11%+652.9pp | -137.18%+158.9pp | 160.62%-138.9pp |
| Employer contribution / active EE | $10,738 | $2,845+277.4% | $4,320+148.6% | $2,670+302.2% |
| Participant deferral / active EE | $12,539 | $4,341+188.8% | $5,820+115.4% | $4,125+204.0% |
| Admin fee / account holder | $6,756 | $6,790-0.5% | $10,614-36.4% | $5,651+19.6% |