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 | $662,929 | $177,572+273.3% | $154,803+328.2% | $142,382+365.6% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 13.05% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $27,364 | $4,810+468.9% | $4,305+535.6% | $4,299+536.5% |
| Participant deferral / active EE | $20,649 | $6,272+229.2% | $5,540+272.7% | $6,507+217.3% |
| Admin fee / account holder | $944 | $16,786-94.4% | $14,329-93.4% | $12,624-92.5% |