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 7-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 | $290,237 | $214,378+35.4% | $200,582+44.7% | $142,382+103.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.87% | 46.41%-30.5pp | 42.33%-26.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,855 | $6,841-58.3% | $6,419-55.5% | $4,299-33.6% |
| Participant deferral / active EE | $23,478 | $9,865+138.0% | $9,331+151.6% | $6,507+260.8% |
| Admin fee / account holder | $4,328 | $17,692-75.5% | $16,305-73.5% | $12,624-65.7% |