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 5-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 | $298,084 | $201,272+48.1% | $184,203+61.8% | $145,922+104.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.06% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $24,562 | $7,022+249.8% | $6,427+282.2% | $4,660+427.1% |
| Participant deferral / active EE | $15,639 | $9,806+59.5% | $9,131+71.3% | $6,688+133.9% |
| Admin fee / account holder | $29,696 | $16,364+81.5% | $13,901+113.6% | $13,397+121.7% |