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 | $386,901 | $214,378+80.5% | $200,582+92.9% | $142,382+171.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.15% | 46.41%-32.3pp | 42.33%-28.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,826 | $6,841-44.1% | $6,419-40.4% | $4,299-11.0% |
| Participant deferral / active EE | $10,137 | $9,865+2.8% | $9,331+8.6% | $6,507+55.8% |
| Admin fee / account holder | $40,055 | $17,692+126.4% | $16,305+145.7% | $12,624+217.3% |