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 3-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 | $948,368 | $89,753+956.6% | $107,525+782.0% | $84,808+1018.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 67.87% | 29.48%+38.4pp | 181.32%-113.4pp | 40.90%+27.0pp |
| Employer contribution / active EE | $3,708 | $3,113+19.1% | $3,754-1.2% | $2,631+41.0% |
| Participant deferral / active EE | $7,138 | $4,056+76.0% | $5,116+39.5% | $4,212+69.5% |
| Admin fee / account holder | $2,104 | $7,222-70.9% | $8,919-76.4% | $7,344-71.3% |