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 6-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 | $286,271 | $110,257+159.6% | $96,544+196.5% | $139,434+105.3% |
| Participation rate | 86.7% | 78.1%+8.6pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 14.74% | 26.32%-11.6pp | 25.84%-11.1pp | 372.94%-358.2pp |
| Employer contribution / active EE | $4,502 | $3,620+24.4% | $2,965+51.8% | $4,751-5.2% |
| Participant deferral / active EE | $16,651 | $5,548+200.1% | $4,851+243.3% | $6,710+148.1% |
| Admin fee / account holder | $5,993 | $11,591-48.3% | $8,252-27.4% | $11,403-47.4% |