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 | $729,398 | $111,754+552.7% | $103,333+605.9% | $145,922+399.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.47% | 24.77%-15.3pp | 24.88%-15.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $27,333 | $4,212+548.9% | $3,868+606.7% | $4,660+486.6% |
| Participant deferral / active EE | $20,733 | $5,619+269.0% | $5,057+310.0% | $6,688+210.0% |
| Admin fee / account holder | $3,506 | $9,750-64.0% | $8,355-58.0% | $13,397-73.8% |