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 | $325,518 | $49,227+561.3% | $70,449+362.1% | $79,858+307.6% |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.1%+17.8pp | 69.6%+23.2pp |
| Annual return | 11.29% | 30.06%-18.8pp | 109.03%-97.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $16,874 | $2,099+703.9% | $2,737+516.6% | $2,471+582.9% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $16,640 | $2,878+478.2% | $3,845+332.7% | $5,306+213.6% |