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 | $446,780 | $100,773+343.4% | $88,946+402.3% | $142,382+213.8% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 14.48% | 70.18%-55.7pp | 57.82%-43.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,463 | $2,918-49.9% | $2,555-42.7% | $4,299-66.0% |
| Participant deferral / active EE | $12,134 | $5,230+132.0% | $4,581+164.9% | $6,507+86.5% |
| Admin fee / account holder | $1,309 | $9,693-86.5% | $8,261-84.2% | $12,624-89.6% |