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 | $355,183 | $183,519+93.5% | $155,509+128.4% | $145,922+143.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.08% | 61.17%-45.1pp | 64.67%-48.6pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,103 | $5,313-41.6% | $4,672-33.6% | $4,660-33.4% |
| Participant deferral / active EE | $20,918 | $6,462+223.7% | $5,626+271.8% | $6,688+212.8% |
| Admin fee / account holder | $513 | $19,313-97.3% | $15,912-96.8% | $13,397-96.2% |