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 6-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 | $586,087 | $177,572+230.1% | $154,803+278.6% | $142,382+311.6% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 11.93% | 65.07%-53.1pp | 58.88%-47.0pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,547 | $4,810-67.8% | $4,305-64.1% | $4,299-64.0% |
| Participant deferral / active EE | $6,635 | $6,272+5.8% | $5,540+19.7% | $6,507+2.0% |
| Admin fee / account holder | $14,105 | $16,786-16.0% | $14,329-1.6% | $12,624+11.7% |