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 3-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 | $307,854 | $89,753+243.0% | $107,525+186.3% | $84,808+263.0% |
| Participation rate | 95.1% | 68.1%+27.1pp | 75.1%+20.0pp | 68.3%+26.8pp |
| Annual return | 15.72% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $26,481 | $3,113+750.5% | $3,754+605.5% | $2,631+906.5% |
| Participant deferral / active EE | $8,937 | $4,056+120.3% | $5,116+74.7% | $4,212+112.2% |
| Admin fee / account holder | $42,788 | $7,222+492.5% | $8,919+379.8% | $7,344+482.6% |