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 | $273,592 | $214,378+27.6% | $200,582+36.4% | $142,382+92.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 15.43% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,122 | $6,841-25.1% | $6,419-20.2% | $4,299+19.1% |
| Participant deferral / active EE | $19,731 | $9,865+100.0% | $9,331+111.5% | $6,507+203.2% |
| Admin fee / account holder | $27,422 | $17,692+55.0% | $16,305+68.2% | $12,624+117.2% |