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 | $316,168 | $159,602+98.1% | $150,045+110.7% | $142,382+122.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 50.51% | 70.24%-19.7pp | 62.55%-12.0pp | 217.08%-166.6pp |
| Employer contribution / active EE | $3,629 | $4,961-26.8% | $4,693-22.7% | $4,299-15.6% |
| Participant deferral / active EE | $17,211 | $8,310+107.1% | $7,997+115.2% | $6,507+164.5% |
| Admin fee / account holder | $3,431 | $14,846-76.9% | $13,435-74.5% | $12,624-72.8% |