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 6-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 | $364,569 | $214,378+70.1% | $200,582+81.8% | $142,382+156.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.93% | 46.41%-29.5pp | 42.33%-25.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $26,560 | $6,841+288.2% | $6,419+313.8% | $4,299+517.8% |
| Participant deferral / active EE | $24,375 | $9,865+147.1% | $9,331+161.2% | $6,507+274.6% |
| Admin fee / account holder | $2,174 | $17,692-87.7% | $16,305-86.7% | $12,624-82.8% |