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 | $301,046 | $183,963+63.6% | $162,163+85.6% | $152,861+96.9% |
| Participation rate | 76.5% | 88.5%-12.0pp | 87.6%-11.1pp | 82.4%-6.0pp |
| Annual return | 24.48% | 150.76%-126.3pp | 115.59%-91.1pp | 345.32%-320.8pp |
| Employer contribution / active EE | $29,992 | $6,371+370.8% | $5,614+434.3% | $4,762+529.8% |
| Participant deferral / active EE | $15,365 | $8,034+91.2% | $7,298+110.5% | $5,850+162.6% |
| Admin fee / account holder | $27,457 | $13,121+109.2% | $10,843+153.2% | $11,596+136.8% |