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 | $365,627 | $99,020+269.2% | $86,590+322.3% | $147,584+147.7% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 15.25% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $7,644 | $3,132+144.1% | $2,839+169.2% | $4,876+56.8% |
| Participant deferral / active EE | $11,367 | $3,972+186.2% | $3,609+215.0% | $5,439+109.0% |
| Admin fee / account holder | $9,295 | $5,710+62.8% | $4,906+89.5% | $10,885-14.6% |