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 | $458,482 | $114,381+300.8% | $107,525+326.4% | $142,382+222.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.77% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,622 | $4,015-9.8% | $3,754-3.5% | $4,299-15.7% |
| Participant deferral / active EE | $16,110 | $5,564+189.5% | $5,116+214.9% | $6,507+147.6% |
| Admin fee / account holder | $1,825 | $9,860-81.5% | $8,919-79.5% | $12,624-85.5% |