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 4-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 | $275,927 | $89,753+207.4% | $107,525+156.6% | $84,808+225.4% |
| Participation rate | 96.8% | 68.1%+28.8pp | 75.1%+21.8pp | 68.3%+28.5pp |
| Annual return | 13.43% | 29.48%-16.1pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $22,374 | $3,113+618.6% | $3,754+496.1% | $2,631+750.4% |
| Participant deferral / active EE | $3,904 | $4,056-3.8% | $5,116-23.7% | $4,212-7.3% |
| Admin fee / account holder | $13,325 | $7,222+84.5% | $8,919+49.4% | $7,344+81.4% |