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 | $314,667 | $159,602+97.2% | $150,045+109.7% | $142,382+121.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.90% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $11,881 | $4,961+139.5% | $4,693+153.2% | $4,299+176.4% |
| Participant deferral / active EE | $17,142 | $8,310+106.3% | $7,997+114.3% | $6,507+163.4% |
| Admin fee / account holder | $3,829 | $14,846-74.2% | $13,435-71.5% | $12,624-69.7% |