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 5-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 | $624,017 | $107,452+480.7% | $91,541+581.7% | $142,382+338.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.25% | 22.06%-7.8pp | 20.50%-6.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $15,120 | $2,994+405.0% | $2,505+503.7% | $4,299+251.7% |
| Participant deferral / active EE | $6,831 | $4,754+43.7% | $4,008+70.5% | $6,507+5.0% |
| Admin fee / account holder | $3,389 | $8,834-61.6% | $6,956-51.3% | $12,624-73.2% |