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 | $278,940 | $67,411+313.8% | $91,001+206.5% | $70,131+297.7% |
| Participation rate | 94.4% | 71.4%+23.1pp | 75.6%+18.8pp | 69.5%+24.9pp |
| Annual return | 18.33% | -40.16%+58.5pp | 4.60%+13.7pp | 73.14%-54.8pp |
| Employer contribution / active EE | $20,658 | $1,786+1056.7% | $2,456+741.2% | $2,342+781.9% |
| Participant deferral / active EE | $5,790 | $2,823+105.1% | $3,547+63.2% | $3,332+73.8% |
| Admin fee / account holder | $24,490 | $4,236+478.1% | $5,417+352.1% | $4,645+427.2% |