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 | $518,366 | $185,822+179.0% | $169,993+204.9% | $139,434+271.8% |
| Participation rate | 82.6% | 87.8%-5.1pp | 87.0%-4.4pp | 80.3%+2.3pp |
| Annual return | 17.34% | 60.50%-43.2pp | 53.37%-36.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $15,325 | $7,590+101.9% | $6,785+125.9% | $4,751+222.6% |
| Participant deferral / active EE | $16,997 | $11,622+46.2% | $10,408+63.3% | $6,710+153.3% |
| Admin fee / account holder | $57,901 | $15,381+276.5% | $12,815+351.8% | $11,403+407.8% |