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 5-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 | $373,551 | $183,519+103.5% | $155,509+140.2% | $145,922+156.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.00% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $16,450 | $5,313+209.6% | $4,672+252.1% | $4,660+253.0% |
| Participant deferral / active EE | $11,354 | $6,462+75.7% | $5,626+101.8% | $6,688+69.8% |
| Admin fee / account holder | $3,207 | $19,313-83.4% | $15,912-79.8% | $13,397-76.1% |