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 4-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 | $423,425 | $159,901+164.8% | $146,958+188.1% | $145,922+190.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 24.60% | 98.13%-73.5pp | 418.34%-393.7pp | 561.29%-536.7pp |
| Employer contribution / active EE | $3,582 | $5,286-32.2% | $4,933-27.4% | $4,660-23.1% |
| Participant deferral / active EE | $8,415 | $8,428-0.2% | $8,070+4.3% | $6,688+25.8% |
| Admin fee / account holder | $7,289 | $15,044-51.5% | $12,998-43.9% | $13,397-45.6% |