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 5-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 | $417,438 | $177,572+135.1% | $154,803+169.7% | $142,382+193.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.17% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $30,731 | $4,810+538.8% | $4,305+613.8% | $4,299+614.8% |
| Participant deferral / active EE | $32,906 | $6,272+424.7% | $5,540+493.9% | $6,507+405.7% |
| Admin fee / account holder | $16,564 | $16,786-1.3% | $14,329+15.6% | $12,624+31.2% |