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 8-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 | $464,680 | $95,266+387.8% | $82,389+464.0% | $142,382+226.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.51% | 25.74%-9.2pp | 28.67%-12.2pp | 217.08%-200.6pp |
| Employer contribution / active EE | $21,097 | $2,991+605.3% | $2,517+738.1% | $4,299+390.7% |
| Participant deferral / active EE | $31,000 | $4,809+544.6% | $4,155+646.2% | $6,507+376.4% |
| Admin fee / account holder | $3,427 | $8,563-60.0% | $7,231-52.6% | $12,624-72.9% |