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 | $290,901 | $74,927+288.2% | $101,794+185.8% | $84,808+243.0% |
| Participation rate | 75.8% | 61.4%+14.4pp | 69.2%+6.6pp | 68.3%+7.4pp |
| Annual return | 13.74% | 18.70%-5.0pp | 30.53%-16.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,430 | $1,522+59.7% | $2,289+6.2% | $2,631-7.7% |
| Participant deferral / active EE | $6,034 | $3,099+94.7% | $4,084+47.7% | $4,212+43.3% |
| Admin fee / account holder | $31,337 | $6,514+381.1% | $8,777+257.0% | $7,344+326.7% |