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 | $268,022 | $176,377+52.0% | $134,143+99.8% | $158,922+68.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.20% | 63.63%-49.4pp | 36.33%-22.1pp | 302.83%-288.6pp |
| Employer contribution / active EE | $14,830 | $5,040+194.2% | $3,704+300.4% | $4,761+211.5% |
| Participant deferral / active EE | $8,667 | $4,091+111.8% | $3,499+147.7% | $5,982+44.9% |
| Admin fee / account holder | $3,055 | $8,718-65.0% | $6,684-54.3% | $11,246-72.8% |