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 10-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 | $268,501 | $106,584+151.9% | $101,326+165.0% | $142,382+88.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.91% | 36.93%-22.0pp | 36.82%-21.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,667 | $3,956-32.6% | $3,665-27.2% | $4,299-38.0% |
| Participant deferral / active EE | $17,859 | $8,297+115.2% | $7,994+123.4% | $6,507+174.4% |
| Admin fee / account holder | $358 | $11,446-96.9% | $11,185-96.8% | $12,624-97.2% |