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 | $369,884 | $214,378+72.5% | $200,582+84.4% | $142,382+159.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.49% | 46.41%-24.9pp | 42.33%-20.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $15,004 | $6,841+119.3% | $6,419+133.7% | $4,299+249.0% |
| Participant deferral / active EE | $29,000 | $9,865+194.0% | $9,331+210.8% | $6,507+345.7% |
| Admin fee / account holder | $596 | $17,692-96.6% | $16,305-96.3% | $12,624-95.3% |