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 | $731,631 | $179,726+307.1% | $156,263+368.2% | $142,382+413.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.05% | 77.86%-58.8pp | 59.47%-40.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,859 | $5,069-43.6% | $4,333-34.0% | $4,299-33.5% |
| Participant deferral / active EE | $14,350 | $6,956+106.3% | $6,158+133.0% | $6,507+120.5% |
| Admin fee / account holder | $4,785 | $17,272-72.3% | $14,255-66.4% | $12,624-62.1% |