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 | $401,891 | $214,378+87.5% | $200,582+100.4% | $142,382+182.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.68% | 46.41%-29.7pp | 42.33%-25.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $18,481 | $6,841+170.1% | $6,419+187.9% | $4,299+329.9% |
| Participant deferral / active EE | $13,050 | $9,865+32.3% | $9,331+39.9% | $6,507+100.5% |
| Admin fee / account holder | $1,169 | $17,692-93.4% | $16,305-92.8% | $12,624-90.7% |