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 | $282,407 | $127,264+121.9% | $109,895+157.0% | $167,490+68.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.48% | 22.97%-10.5pp | 29.45%-17.0pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,461 | $3,322-25.9% | $2,842-13.4% | $4,837-49.1% |
| Participant deferral / active EE | $8,555 | $4,514+89.5% | $4,048+111.3% | $6,341+34.9% |
| Admin fee / account holder | $118,178 | $7,114+1561.2% | $6,066+1848.3% | $12,309+860.1% |