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 6-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 | $431,441 | $185,822+132.2% | $169,993+153.8% | $139,434+209.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.08% | 60.50%-49.4pp | 53.37%-42.3pp | 372.94%-361.9pp |
| Employer contribution / active EE | $6,148 | $7,590-19.0% | $6,785-9.4% | $4,751+29.4% |
| Participant deferral / active EE | $20,292 | $11,622+74.6% | $10,408+95.0% | $6,710+202.4% |
| Admin fee / account holder | $4,281 | $15,381-72.2% | $12,815-66.6% | $11,403-62.5% |