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 5-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 | $318,291 | $177,572+79.2% | $154,803+105.6% | $142,382+123.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.35% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $41,744 | $4,810+767.8% | $4,305+869.6% | $4,299+871.0% |
| Participant deferral / active EE | $22,892 | $6,272+265.0% | $5,540+313.2% | $6,507+251.8% |
| Admin fee / account holder | $2,837 | $16,786-83.1% | $14,329-80.2% | $12,624-77.5% |