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 9-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 | $251,879 | $114,381+120.2% | $107,525+134.3% | $142,382+76.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.12% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $33,254 | $4,015+728.3% | $3,754+785.9% | $4,299+673.5% |
| Participant deferral / active EE | $6,331 | $5,564+13.8% | $5,116+23.8% | $6,507-2.7% |
| Admin fee / account holder | $22,596 | $9,860+129.2% | $8,919+153.4% | $12,624+79.0% |