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 6-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 | $269,675 | $106,584+153.0% | $101,326+166.1% | $142,382+89.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.54% | 36.93%-21.4pp | 36.82%-21.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $32,969 | $3,956+733.4% | $3,665+799.5% | $4,299+666.9% |
| Participant deferral / active EE | $10,530 | $8,297+26.9% | $7,994+31.7% | $6,507+61.8% |
| Admin fee / account holder | $2,125 | $11,446-81.4% | $11,185-81.0% | $12,624-83.2% |