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 | $339,844 | $202,432+67.9% | $169,368+100.7% | $139,434+143.7% |
| Participation rate | 92.9% | 81.1%+11.8pp | 77.1%+15.7pp | 80.3%+12.5pp |
| Annual return | 16.74% | 531.74%-515.0pp | 405.60%-388.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,613 | $4,692-44.3% | $4,013-34.9% | $4,751-45.0% |
| Participant deferral / active EE | $17,006 | $6,938+145.1% | $6,221+173.3% | $6,710+153.4% |
| Admin fee / account holder | $42,935 | $10,708+301.0% | $9,003+376.9% | $11,403+276.5% |