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 9-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 | $501,503 | $214,378+133.9% | $200,582+150.0% | $142,382+252.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 15.93% | 46.41%-30.5pp | 42.33%-26.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $20,878 | $6,841+205.2% | $6,419+225.3% | $4,299+385.6% |
| Participant deferral / active EE | $15,117 | $9,865+53.2% | $9,331+62.0% | $6,507+132.3% |
| Admin fee / account holder | $18,555 | $17,692+4.9% | $16,305+13.8% | $12,624+47.0% |