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 3-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 | $514,016 | $183,519+180.1% | $155,509+230.5% | $145,922+252.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.93% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.4pp |
| Employer contribution / active EE | $15,681 | $5,313+195.2% | $4,672+235.6% | $4,660+236.5% |
| Participant deferral / active EE | $13,408 | $6,462+107.5% | $5,626+138.3% | $6,688+100.5% |
| Admin fee / account holder | $2,850 | $19,313-85.2% | $15,912-82.1% | $13,397-78.7% |