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 10-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 | $279,050 | $94,625+194.9% | $116,228+140.1% | $84,808+229.0% |
| Participation rate | 96.6% | 70.4%+26.1pp | 74.6%+22.0pp | 68.3%+28.2pp |
| Annual return | 16.02% | 20.40%-4.4pp | 90.06%-74.0pp | 40.90%-24.9pp |
| Employer contribution / active EE | $6,932 | $2,347+195.4% | $2,994+131.5% | $2,631+163.5% |
| Participant deferral / active EE | $5,239 | $3,972+31.9% | $4,953+5.8% | $4,212+24.4% |
| Admin fee / account holder | $11,362 | $10,091+12.6% | $11,989-5.2% | $7,344+54.7% |