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 | $260,838 | $65,365+299.0% | $92,893+180.8% | $72,985+257.4% |
| Participation rate | 97.2% | 68.3%+28.9pp | 76.0%+21.2pp | 69.5%+27.7pp |
| Annual return | 21.71% | 42.10%-20.4pp | 109.41%-87.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $11,483 | $2,594+342.6% | $3,653+214.4% | $2,440+370.6% |
| Participant deferral / active EE | $12,324 | $3,128+294.0% | $4,236+190.9% | $3,607+241.6% |
| Admin fee / account holder | $5,332 | $4,251+25.4% | $5,794-8.0% | $5,124+4.0% |