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 10-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 | $391,333 | $104,974+272.8% | $95,585+309.4% | $142,382+174.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.60% | 210.33%-197.7pp | 38.56%-26.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $4,643 | $2,779+67.1% | $2,527+83.8% | $4,299+8.0% |
| Participant deferral / active EE | $7,021 | $4,352+61.3% | $4,023+74.5% | $6,507+7.9% |
| Admin fee / account holder | $2,819 | $6,386-55.9% | $6,127-54.0% | $12,624-77.7% |