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 | $330,969 | $55,706+494.1% | $75,886+336.1% | $72,985+353.5% |
| Participation rate | 86.1% | 61.1%+25.0pp | 69.3%+16.8pp | 69.5%+16.6pp |
| Annual return | 18.96% | 27.59%-8.6pp | 30.76%-11.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $11,129 | $1,687+559.8% | $2,500+345.1% | $2,440+356.1% |
| Participant deferral / active EE | $13,437 | $2,634+410.2% | $3,603+272.9% | $3,607+272.5% |
| Admin fee / account holder | $1,035 | $3,978-74.0% | $5,418-80.9% | $5,124-79.8% |