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 | $293,818 | $91,538+221.0% | $129,995+126.0% | $75,163+290.9% |
| Participation rate | 96.1% | 71.4%+24.6pp | 78.5%+17.6pp | 67.2%+28.9pp |
| Annual return | 19.88% | -631.11%+651.0pp | -137.18%+157.1pp | 160.62%-140.7pp |
| Employer contribution / active EE | $4,020 | $2,845+41.3% | $4,320-6.9% | $2,670+50.6% |
| Participant deferral / active EE | $9,018 | $4,341+107.7% | $5,820+55.0% | $4,125+118.6% |
| Admin fee / account holder | $9,516 | $6,790+40.1% | $10,614-10.4% | $5,651+68.4% |