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 10-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 | $362,843 | $104,974+245.7% | $95,585+279.6% | $142,382+154.8% |
| Participation rate | 87.0% | 75.0%+12.0pp | 72.1%+14.9pp | 80.1%+6.8pp |
| Annual return | 26.13% | 210.33%-184.2pp | 38.56%-12.4pp | 217.08%-190.9pp |
| Employer contribution / active EE | $23,232 | $2,779+736.1% | $2,527+819.5% | $4,299+440.4% |
| Participant deferral / active EE | $0 | $4,352-100.0% | $4,023-100.0% | $6,507-100.0% |
| Admin fee / account holder | $517 | $6,386-91.9% | $6,127-91.6% | $12,624-95.9% |