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 7-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 | $253,105 | $99,918+153.3% | $81,382+211.0% | $145,922+73.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.54% | 34.32%-24.8pp | 24.73%-15.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $23,254 | $2,978+681.0% | $2,463+844.2% | $4,660+399.1% |
| Participant deferral / active EE | $15,250 | $4,605+231.2% | $3,883+292.7% | $6,688+128.0% |
| Admin fee / account holder | $3,293 | $8,212-59.9% | $5,768-42.9% | $13,397-75.4% |