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 8-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 | $380,281 | $117,983+222.3% | $101,794+273.6% | $142,382+167.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 17.53% | 36.92%-19.4pp | 30.53%-13.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $7,171 | $2,773+158.6% | $2,289+213.3% | $4,299+66.8% |
| Participant deferral / active EE | $15,175 | $4,714+221.9% | $4,084+271.6% | $6,507+133.2% |
| Admin fee / account holder | $19,458 | $10,433+86.5% | $8,777+121.7% | $12,624+54.1% |