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 7-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 | $267,449 | $74,888+257.1% | $71,209+275.6% | $142,382+87.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.81% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,099 | $2,854+8.6% | $2,721+13.9% | $4,299-27.9% |
| Participant deferral / active EE | $8,342 | $4,454+87.3% | $4,175+99.8% | $6,507+28.2% |
| Admin fee / account holder | $1,264 | $5,568-77.3% | $5,349-76.4% | $12,624-90.0% |