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 | $431,019 | $214,378+101.1% | $200,582+114.9% | $142,382+202.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 35.02% | 46.41%-11.4pp | 42.33%-7.3pp | 217.08%-182.1pp |
| Employer contribution / active EE | $14,550 | $6,841+112.7% | $6,419+126.7% | $4,299+238.4% |
| Participant deferral / active EE | $22,800 | $9,865+131.1% | $9,331+144.3% | $6,507+250.4% |
| Admin fee / account holder | $6,476 | $17,692-63.4% | $16,305-60.3% | $12,624-48.7% |