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 | $282,852 | $152,587+85.4% | $125,175+126.0% | $152,861+85.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 28.65% | 54.84%-26.2pp | 43.79%-15.1pp | 345.32%-316.7pp |
| Employer contribution / active EE | $12,744 | $4,946+157.6% | $3,865+229.7% | $4,762+167.6% |
| Participant deferral / active EE | $15,667 | $5,868+167.0% | $4,937+217.3% | $5,850+167.8% |
| Admin fee / account holder | $3,996 | $13,434-70.3% | $9,702-58.8% | $11,596-65.5% |