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 | $266,237 | $117,983+125.7% | $101,794+161.5% | $142,382+87.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.13% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,512 | $2,773-45.5% | $2,289-33.9% | $4,299-64.8% |
| Participant deferral / active EE | $11,174 | $4,714+137.0% | $4,084+173.6% | $6,507+71.7% |
| Admin fee / account holder | $10,326 | $10,433-1.0% | $8,777+17.6% | $12,624-18.2% |