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 | $332,611 | $71,829+363.1% | $69,780+376.7% | $142,382+133.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 14.76% | 31.01%-16.2pp | 26.31%-11.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $26,510 | $4,385+504.6% | $4,168+536.1% | $4,299+516.6% |
| Participant deferral / active EE | $17,935 | $6,819+163.0% | $6,164+191.0% | $6,507+175.6% |
| Admin fee / account holder | $3,497 | $7,818-55.3% | $7,285-52.0% | $12,624-72.3% |