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 4-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 | $478,672 | $159,602+199.9% | $150,045+219.0% | $142,382+236.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.96% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $60,204 | $4,961+1113.7% | $4,693+1182.8% | $4,299+1300.4% |
| Participant deferral / active EE | $23,762 | $8,310+185.9% | $7,997+197.1% | $6,507+265.2% |
| Admin fee / account holder | $20,954 | $14,846+41.1% | $13,435+56.0% | $12,624+66.0% |