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 | $270,921 | $117,381+130.8% | $99,443+172.4% | $152,861+77.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 23.08% | 31.87%-8.8pp | 30.72%-7.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $13,145 | $3,013+336.3% | $2,540+417.6% | $4,762+176.0% |
| Participant deferral / active EE | $16,667 | $4,086+307.9% | $3,619+360.6% | $5,850+184.9% |
| Admin fee / account holder | $3,696 | $7,631-51.6% | $6,250-40.9% | $11,596-68.1% |