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 | $290,764 | $159,602+82.2% | $150,045+93.8% | $142,382+104.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 13.86% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,017 | $4,961-19.0% | $4,693-14.4% | $4,299-6.6% |
| Participant deferral / active EE | $16,129 | $8,310+94.1% | $7,997+101.7% | $6,507+147.9% |
| Admin fee / account holder | $118,821 | $14,846+700.3% | $13,435+784.4% | $12,624+841.3% |