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 | $363,815 | $98,463+269.5% | $119,258+205.1% | $85,850+323.8% |
| Participation rate | 96.7% | 77.6%+19.1pp | 82.7%+13.9pp | 69.3%+27.4pp |
| Annual return | 13.02% | 38.53%-25.5pp | 30.69%-17.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $14,032 | $3,698+279.4% | $4,384+220.0% | $2,565+447.0% |
| Participant deferral / active EE | $0 | $4,942-100.0% | $6,111-100.0% | $3,952-100.0% |
| Admin fee / account holder | $13,794 | $7,493+84.1% | $7,226+90.9% | $6,260+120.3% |