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 | $481,133 | $201,272+139.0% | $184,203+161.2% | $145,922+229.7% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 13.86% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $22,305 | $7,022+217.7% | $6,427+247.0% | $4,660+378.7% |
| Participant deferral / active EE | $10,688 | $9,806+9.0% | $9,131+17.0% | $6,688+59.8% |
| Admin fee / account holder | $8,736 | $16,364-46.6% | $13,901-37.2% | $13,397-34.8% |