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 | $251,911 | $94,625+166.2% | $116,228+116.7% | $84,808+197.0% |
| Participation rate | 95.2% | 70.4%+24.8pp | 74.6%+20.7pp | 68.3%+26.9pp |
| Annual return | 19.50% | 20.40%-0.9pp | 90.06%-70.6pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,949 | $2,347+68.3% | $2,994+31.9% | $2,631+50.1% |
| Participant deferral / active EE | $7,930 | $3,972+99.6% | $4,953+60.1% | $4,212+88.3% |
| Admin fee / account holder | $2,792 | $10,091-72.3% | $11,989-76.7% | $7,344-62.0% |