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 | $484,407 | $217,402+122.8% | $185,823+160.7% | $167,490+189.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.06% | 148.36%-132.3pp | 122.05%-106.0pp | 478.56%-462.5pp |
| Employer contribution / active EE | $4,168 | $5,873-29.0% | $5,167-19.3% | $4,837-13.8% |
| Participant deferral / active EE | $6,590 | $6,356+3.7% | $5,568+18.4% | $6,341+3.9% |
| Admin fee / account holder | $7,825 | $19,811-60.5% | $16,237-51.8% | $12,309-36.4% |