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 | $299,714 | $159,602+87.8% | $150,045+99.7% | $142,382+110.5% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 13.45% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $5,376 | $4,961+8.4% | $4,693+14.5% | $4,299+25.0% |
| Participant deferral / active EE | $12,557 | $8,310+51.1% | $7,997+57.0% | $6,507+93.0% |
| Admin fee / account holder | $42,529 | $14,846+186.5% | $13,435+216.6% | $12,624+236.9% |