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 | $297,570 | $197,591+50.6% | $177,821+67.3% | $158,922+87.2% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 12.78% | 58.76%-46.0pp | 48.32%-35.5pp | 302.83%-290.0pp |
| Employer contribution / active EE | $3,414 | $6,697-49.0% | $5,918-42.3% | $4,761-28.3% |
| Participant deferral / active EE | $6,245 | $8,405-25.7% | $7,714-19.0% | $5,982+4.4% |
| Admin fee / account holder | $16,263 | $15,399+5.6% | $12,427+30.9% | $11,246+44.6% |