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 | $493,766 | $80,717+511.7% | $154,803+219.0% | $84,808+482.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.49% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $14,885 | $2,761+439.1% | $4,305+245.7% | $2,631+465.8% |
| Participant deferral / active EE | $12,809 | $3,303+287.8% | $5,540+131.2% | $4,212+204.1% |
| Admin fee / account holder | $15,509 | $6,746+129.9% | $14,329+8.2% | $7,344+111.2% |