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 9-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 | $298,518 | $130,194+129.3% | $169,993+75.6% | $71,457+317.8% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.0%+10.0pp | 67.9%+29.1pp |
| Annual return | 25.14% | 20.37%+4.8pp | 53.37%-28.2pp | 28.85%-3.7pp |
| Employer contribution / active EE | $12,479 | $4,381+184.8% | $6,785+83.9% | $2,588+382.3% |
| Participant deferral / active EE | $15,419 | $6,923+122.7% | $10,408+48.1% | $4,289+259.5% |
| Admin fee / account holder | $18,148 | $966+1779.5% | $12,815+41.6% | $1,587+1043.3% |