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 4-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 | $328,498 | $214,378+53.2% | $200,582+63.8% | $142,382+130.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.92% | 46.41%-18.5pp | 42.33%-14.4pp | 217.08%-189.2pp |
| Employer contribution / active EE | $24,019 | $6,841+251.1% | $6,419+274.2% | $4,299+458.7% |
| Participant deferral / active EE | $16,270 | $9,865+64.9% | $9,331+74.4% | $6,507+150.0% |
| Admin fee / account holder | $16,669 | $17,692-5.8% | $16,305+2.2% | $12,624+32.0% |