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 4-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 | $266,127 | $94,625+181.2% | $116,228+129.0% | $84,808+213.8% |
| Participation rate | 89.1% | 70.4%+18.7pp | 74.6%+14.6pp | 68.3%+20.8pp |
| Annual return | 15.27% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,370 | $2,347-41.6% | $2,994-54.2% | $2,631-47.9% |
| Participant deferral / active EE | $8,772 | $3,972+120.9% | $4,953+77.1% | $4,212+108.3% |
| Admin fee / account holder | $3,128 | $10,091-69.0% | $11,989-73.9% | $7,344-57.4% |