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 | $398,513 | $197,591+101.7% | $177,821+124.1% | $158,922+150.8% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 15.73% | 58.76%-43.0pp | 48.32%-32.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $24,367 | $6,697+263.8% | $5,918+311.7% | $4,761+411.8% |
| Participant deferral / active EE | $8,192 | $8,405-2.5% | $7,714+6.2% | $5,982+36.9% |
| Admin fee / account holder | $3,036 | $15,399-80.3% | $12,427-75.6% | $11,246-73.0% |