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 | $540,365 | $127,065+325.3% | $113,168+377.5% | $142,382+279.5% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 14.48% | 24.03%-9.5pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $9,293 | $3,442+170.0% | $2,975+212.4% | $4,299+116.2% |
| Participant deferral / active EE | $7,327 | $5,716+28.2% | $5,107+43.5% | $6,507+12.6% |
| Admin fee / account holder | $56,195 | $15,736+257.1% | $12,068+365.7% | $12,624+345.2% |