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 | $847,284 | $176,812+379.2% | $146,665+477.7% | $167,490+405.9% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 28.52% | 24.03%+4.5pp | 22.74%+5.8pp | 478.56%-450.0pp |
| Employer contribution / active EE | $21,927 | $5,160+324.9% | $4,136+430.1% | $4,837+353.3% |
| Participant deferral / active EE | $11,375 | $6,440+76.6% | $5,506+106.6% | $6,341+79.4% |
| Admin fee / account holder | $29,024 | $13,259+118.9% | $10,280+182.4% | $12,309+135.8% |