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 6-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 | $263,547 | $185,822+41.8% | $169,993+55.0% | $139,434+89.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.53% | 60.50%-44.0pp | 53.37%-36.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $12,227 | $7,590+61.1% | $6,785+80.2% | $4,751+157.4% |
| Participant deferral / active EE | $5,071 | $11,622-56.4% | $10,408-51.3% | $6,710-24.4% |
| Admin fee / account holder | $9,958 | $15,381-35.3% | $12,815-22.3% | $11,403-12.7% |