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 9-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 | $264,522 | $110,261+139.9% | $95,745+176.3% | $139,434+89.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.16% | 27.11%-2.9pp | 28.35%-4.2pp | 372.94%-348.8pp |
| Employer contribution / active EE | $774 | $3,257-76.2% | $2,835-72.7% | $4,751-83.7% |
| Participant deferral / active EE | $22,500 | $4,676+381.2% | $4,245+430.1% | $6,710+235.3% |
| Admin fee / account holder | $10,219 | $6,613+54.5% | $5,678+80.0% | $11,403-10.4% |