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 8-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 | $389,924 | $177,572+119.6% | $154,803+151.9% | $142,382+173.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 12.49% | 65.07%-52.6pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $8,608 | $4,810+78.9% | $4,305+99.9% | $4,299+100.2% |
| Participant deferral / active EE | $13,444 | $6,272+114.4% | $5,540+142.7% | $6,507+106.6% |
| Admin fee / account holder | $5,131 | $16,786-69.4% | $14,329-64.2% | $12,624-59.4% |