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 | $449,491 | $214,378+109.7% | $200,582+124.1% | $142,382+215.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.62% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $31,718 | $6,841+363.6% | $6,419+394.1% | $4,299+637.8% |
| Participant deferral / active EE | $20,667 | $9,865+109.5% | $9,331+121.5% | $6,507+217.6% |
| Admin fee / account holder | $368 | $17,692-97.9% | $16,305-97.7% | $12,624-97.1% |