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 | $291,063 | $93,170+212.4% | $100,534+189.5% | $84,808+243.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 16.30% | 47.13%-30.8pp | 32.66%-16.4pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,956 | $3,985-25.8% | $4,346-32.0% | $2,631+12.4% |
| Participant deferral / active EE | $10,030 | $5,699+76.0% | $6,144+63.2% | $4,212+138.1% |
| Admin fee / account holder | $1,343 | $7,382-81.8% | $7,654-82.5% | $7,344-81.7% |