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 | $370,276 | $179,726+106.0% | $156,263+137.0% | $142,382+160.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.82% | 77.86%-66.0pp | 59.47%-47.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,500 | $5,069-70.4% | $4,333-65.4% | $4,299-65.1% |
| Participant deferral / active EE | $16,750 | $6,956+140.8% | $6,158+172.0% | $6,507+157.4% |
| Admin fee / account holder | $95,791 | $17,272+454.6% | $14,255+572.0% | $12,624+658.8% |