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 | $284,905 | $77,145+269.3% | $108,410+162.8% | $85,850+231.9% |
| Participation rate | 83.7% | 74.7%+9.0pp | 80.1%+3.6pp | 69.3%+14.4pp |
| Annual return | 17.28% | 44.54%-27.3pp | 905.27%-888.0pp | 318.53%-301.3pp |
| Employer contribution / active EE | $5,635 | $2,379+136.8% | $3,558+58.4% | $2,565+119.7% |
| Participant deferral / active EE | $8,264 | $5,566+48.5% | $6,563+25.9% | $3,952+109.1% |
| Admin fee / account holder | $4,666 | $5,172-9.8% | $7,295-36.0% | $6,260-25.5% |