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 | $404,902 | $177,572+128.0% | $154,803+161.6% | $142,382+184.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 15.23% | 65.07%-49.8pp | 58.88%-43.7pp | 217.08%-201.8pp |
| Employer contribution / active EE | $6,966 | $4,810+44.8% | $4,305+61.8% | $4,299+62.0% |
| Participant deferral / active EE | $6,812 | $6,272+8.6% | $5,540+22.9% | $6,507+4.7% |
| Admin fee / account holder | $4,309 | $16,786-74.3% | $14,329-69.9% | $12,624-65.9% |