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 8-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 | $396,238 | $152,587+159.7% | $125,175+216.5% | $152,861+159.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.39% | 54.84%-39.5pp | 43.79%-28.4pp | 345.32%-329.9pp |
| Employer contribution / active EE | $14,316 | $4,946+189.4% | $3,865+270.4% | $4,762+200.6% |
| Participant deferral / active EE | $16,667 | $5,868+184.0% | $4,937+237.6% | $5,850+184.9% |
| Admin fee / account holder | $5,815 | $13,434-56.7% | $9,702-40.1% | $11,596-49.9% |