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 | $331,030 | $117,841+180.9% | $102,423+223.2% | $145,922+126.9% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 14.31% | 31.65%-17.3pp | 29.32%-15.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,772 | $3,615+32.0% | $3,023+57.8% | $4,660+2.4% |
| Participant deferral / active EE | $11,313 | $5,731+97.4% | $5,053+123.9% | $6,688+69.2% |
| Admin fee / account holder | $75,211 | $13,326+464.4% | $9,451+695.8% | $13,397+461.4% |