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 3-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 | $371,933 | $183,519+102.7% | $155,509+139.2% | $145,922+154.9% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 23.38% | 61.17%-37.8pp | 64.67%-41.3pp | 561.29%-537.9pp |
| Employer contribution / active EE | $13,064 | $5,313+145.9% | $4,672+179.6% | $4,660+180.4% |
| Participant deferral / active EE | $21,007 | $6,462+225.1% | $5,626+273.4% | $6,688+214.1% |
| Admin fee / account holder | $16,443 | $19,313-14.9% | $15,912+3.3% | $13,397+22.7% |