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 | $323,724 | $81,248+298.4% | $155,509+108.2% | $80,856+300.4% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 18.08% | 33.31%-15.2pp | 64.67%-46.6pp | 35.59%-17.5pp |
| Employer contribution / active EE | $16,706 | $3,100+438.8% | $4,672+257.5% | $2,755+506.4% |
| Participant deferral / active EE | $3,244 | $3,452-6.0% | $5,626-42.3% | $4,296-24.5% |
| Admin fee / account holder | $31,681 | $7,997+296.1% | $15,912+99.1% | $6,918+357.9% |