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 | $423,153 | $110,257+283.8% | $96,544+338.3% | $139,434+203.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.08% | 26.32%-14.2pp | 25.84%-13.8pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,594 | $3,620-56.0% | $2,965-46.2% | $4,751-66.4% |
| Participant deferral / active EE | $7,623 | $5,548+37.4% | $4,851+57.1% | $6,710+13.6% |
| Admin fee / account holder | $1,167 | $11,591-89.9% | $8,252-85.9% | $11,403-89.8% |