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 | $464,439 | $117,983+293.6% | $101,794+356.3% | $142,382+226.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.72% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,067 | $2,773-61.5% | $2,289-53.4% | $4,299-75.2% |
| Participant deferral / active EE | $8,168 | $4,714+73.3% | $4,084+100.0% | $6,507+25.5% |
| Admin fee / account holder | $10,595 | $10,433+1.5% | $8,777+20.7% | $12,624-16.1% |