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 5-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 | $374,956 | $89,753+317.8% | $107,525+248.7% | $84,808+342.1% |
| Participation rate | 88.4% | 68.1%+20.3pp | 75.1%+13.3pp | 68.3%+20.1pp |
| Annual return | 53.37% | 29.48%+23.9pp | 181.32%-127.9pp | 40.90%+12.5pp |
| Employer contribution / active EE | $20,290 | $3,113+551.7% | $3,754+440.6% | $2,631+671.2% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,853 | $7,222-19.0% | $8,919-34.4% | $7,344-20.3% |