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 | $513,473 | $210,648+143.8% | $177,989+188.5% | $145,922+251.9% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 15.77% | 385.86%-370.1pp | 294.48%-278.7pp | 561.29%-545.5pp |
| Employer contribution / active EE | $17,246 | $4,565+277.8% | $3,949+336.8% | $4,660+270.1% |
| Participant deferral / active EE | $10,167 | $6,958+46.1% | $6,276+62.0% | $6,688+52.0% |
| Admin fee / account holder | $9,324 | $12,013-22.4% | $10,363-10.0% | $13,397-30.4% |