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 9-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 | $283,200 | $91,190+210.6% | $178,490+58.7% | $79,858+254.6% |
| Participation rate | 98.9% | 69.2%+29.7pp | 81.9%+17.0pp | 69.6%+29.3pp |
| Annual return | 14.18% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $6,620 | $3,256+103.3% | $5,011+32.1% | $2,471+167.9% |
| Participant deferral / active EE | $6,129 | $3,236+89.4% | $5,202+17.8% | $3,740+63.9% |
| Admin fee / account holder | $21,883 | $6,751+224.1% | $13,984+56.5% | $5,306+312.4% |