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 | $466,166 | $209,411+122.6% | $178,490+161.2% | $158,922+193.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.35% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $5,977 | $5,706+4.7% | $5,011+19.3% | $4,761+25.5% |
| Participant deferral / active EE | $8,003 | $5,954+34.4% | $5,202+53.9% | $5,982+33.8% |
| Admin fee / account holder | $24,847 | $17,074+45.5% | $13,984+77.7% | $11,246+120.9% |