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 | $466,001 | $179,726+159.3% | $156,263+198.2% | $142,382+227.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 15.37% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $24,250 | $5,069+378.4% | $4,333+459.6% | $4,299+464.1% |
| Participant deferral / active EE | $15,500 | $6,956+122.8% | $6,158+151.7% | $6,507+138.2% |
| Admin fee / account holder | $3,574 | $17,272-79.3% | $14,255-74.9% | $12,624-71.7% |