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 7-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 | $508,281 | $214,378+137.1% | $200,582+153.4% | $142,382+257.0% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 17.88% | 46.41%-28.5pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $8,379 | $6,841+22.5% | $6,419+30.5% | $4,299+94.9% |
| Participant deferral / active EE | $21,677 | $9,865+119.7% | $9,331+132.3% | $6,507+233.1% |
| Admin fee / account holder | $2,809 | $17,692-84.1% | $16,305-82.8% | $12,624-77.8% |