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 9-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 | $336,644 | $138,347+143.3% | $184,203+82.8% | $80,856+316.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.54% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $24,504 | $4,850+405.2% | $6,427+281.3% | $2,755+789.5% |
| Participant deferral / active EE | $20,522 | $7,071+190.2% | $9,131+124.7% | $4,296+377.7% |
| Admin fee / account holder | $12,058 | $10,483+15.0% | $13,901-13.3% | $6,918+74.3% |