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 | $320,994 | $80,717+297.7% | $154,803+107.4% | $84,808+278.5% |
| Participation rate | 97.3% | 66.8%+30.5pp | 78.1%+19.2pp | 68.3%+29.0pp |
| Annual return | 54.51% | 37.96%+16.5pp | 58.88%-4.4pp | 40.90%+13.6pp |
| Employer contribution / active EE | $8,269 | $2,761+199.5% | $4,305+92.1% | $2,631+214.3% |
| Participant deferral / active EE | $5,021 | $3,303+52.0% | $5,540-9.4% | $4,212+19.2% |
| Admin fee / account holder | $8,751 | $6,746+29.7% | $14,329-38.9% | $7,344+19.2% |