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 | $285,820 | $238,490+19.8% | $180,183+58.6% | $142,382+100.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.59% | 33.56%-19.0pp | 27.86%-13.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $10,431 | $6,143+69.8% | $5,039+107.0% | $4,299+142.6% |
| Participant deferral / active EE | $19,657 | $7,996+145.8% | $6,822+188.1% | $6,507+202.1% |
| Admin fee / account holder | $1,540 | $28,866-94.7% | $19,975-92.3% | $12,624-87.8% |