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 6-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 | $440,530 | $159,602+176.0% | $150,045+193.6% | $142,382+209.4% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 13.95% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $8,446 | $4,961+70.3% | $4,693+80.0% | $4,299+96.5% |
| Participant deferral / active EE | $5,554 | $8,310-33.2% | $7,997-30.5% | $6,507-14.6% |
| Admin fee / account holder | $6,325 | $14,846-57.4% | $13,435-52.9% | $12,624-49.9% |