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 | $498,186 | $214,378+132.4% | $200,582+148.4% | $142,382+249.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.37% | 46.41%-30.0pp | 42.33%-26.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $8,008 | $6,841+17.1% | $6,419+24.8% | $4,299+86.3% |
| Participant deferral / active EE | $9,606 | $9,865-2.6% | $9,331+2.9% | $6,507+47.6% |
| Admin fee / account holder | $2,255 | $17,692-87.3% | $16,305-86.2% | $12,624-82.1% |