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 | $359,612 | $177,572+102.5% | $154,803+132.3% | $142,382+152.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 19.34% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,342 | $4,810-9.7% | $4,305+0.8% | $4,299+1.0% |
| Participant deferral / active EE | $9,685 | $6,272+54.4% | $5,540+74.8% | $6,507+48.8% |
| Admin fee / account holder | $2,341 | $16,786-86.1% | $14,329-83.7% | $12,624-81.5% |