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 | $468,532 | $201,272+132.8% | $184,203+154.4% | $145,922+221.1% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 19.60% | 29.00%-9.4pp | 28.81%-9.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $20,881 | $7,022+197.4% | $6,427+224.9% | $4,660+348.1% |
| Participant deferral / active EE | $12,072 | $9,806+23.1% | $9,131+32.2% | $6,688+80.5% |
| Admin fee / account holder | $2,222 | $16,364-86.4% | $13,901-84.0% | $13,397-83.4% |