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 10-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 | $253,644 | $89,753+182.6% | $107,525+135.9% | $84,808+199.1% |
| Participation rate | 94.6% | 68.1%+26.5pp | 75.1%+19.5pp | 68.3%+26.3pp |
| Annual return | 13.66% | 29.48%-15.8pp | 181.32%-167.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $21,385 | $3,113+586.9% | $3,754+469.7% | $2,631+712.8% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $24,294 | $7,222+236.4% | $8,919+172.4% | $7,344+230.8% |