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 | $457,507 | $148,534+208.0% | $135,903+236.6% | $139,434+228.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.88% | 79.19%-56.3pp | 68.23%-45.4pp | 372.94%-350.1pp |
| Employer contribution / active EE | $18,539 | $5,243+253.6% | $4,856+281.8% | $4,751+290.2% |
| Participant deferral / active EE | $22,613 | $8,100+179.2% | $7,758+191.5% | $6,710+237.0% |
| Admin fee / account holder | $2,963 | $12,400-76.1% | $10,762-72.5% | $11,403-74.0% |