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 | $383,847 | $103,376+271.3% | $87,100+340.7% | $152,861+151.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 41.65% | 28.10%+13.5pp | 28.19%+13.5pp | 345.32%-303.7pp |
| Employer contribution / active EE | $4,948 | $3,220+53.6% | $2,521+96.2% | $4,762+3.9% |
| Participant deferral / active EE | $2,969 | $4,778-37.9% | $4,049-26.7% | $5,850-49.3% |
| Admin fee / account holder | $833 | $12,205-93.2% | $7,497-88.9% | $11,596-92.8% |