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 | $412,148 | $159,602+158.2% | $150,045+174.7% | $142,382+189.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.32% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $21,878 | $4,961+341.0% | $4,693+366.2% | $4,299+408.9% |
| Participant deferral / active EE | $17,773 | $8,310+113.9% | $7,997+122.2% | $6,507+173.1% |
| Admin fee / account holder | $2,661 | $14,846-82.1% | $13,435-80.2% | $12,624-78.9% |