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 | $331,321 | $109,881+201.5% | $150,045+120.8% | $84,808+290.7% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.4pp | 68.3%+25.4pp |
| Annual return | 21.81% | 28.25%-6.4pp | 62.55%-40.7pp | 40.90%-19.1pp |
| Employer contribution / active EE | $5,076 | $3,561+42.5% | $4,693+8.2% | $2,631+92.9% |
| Participant deferral / active EE | $27,600 | $6,636+315.9% | $7,997+245.1% | $4,212+555.3% |
| Admin fee / account holder | $935 | $8,568-89.1% | $13,435-93.0% | $7,344-87.3% |