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 3-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 | $391,981 | $117,983+232.2% | $101,794+285.1% | $142,382+175.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.18% | 36.92%-23.7pp | 30.53%-17.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,195 | $2,773-20.8% | $2,289-4.1% | $4,299-48.9% |
| Participant deferral / active EE | $4,322 | $4,714-8.3% | $4,084+5.8% | $6,507-33.6% |
| Admin fee / account holder | $3,794 | $10,433-63.6% | $8,777-56.8% | $12,624-69.9% |