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 | $301,866 | $137,414+119.7% | $189,513+59.3% | $85,850+251.6% |
| Participation rate | 97.4% | 84.6%+12.8pp | 87.8%+9.6pp | 69.3%+28.1pp |
| Annual return | 16.76% | 38.14%-21.4pp | 555.15%-538.4pp | 318.53%-301.8pp |
| Employer contribution / active EE | $5,224 | $4,344+20.2% | $6,162-15.2% | $2,565+103.6% |
| Participant deferral / active EE | $15,699 | $6,260+150.8% | $8,221+91.0% | $3,952+297.3% |
| Admin fee / account holder | $479 | $8,630-94.4% | $12,045-96.0% | $6,260-92.3% |