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 7-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 | $304,225 | $115,882+162.5% | $100,516+202.7% | $158,922+91.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.36% | 34.79%-13.4pp | 30.89%-9.5pp | 302.83%-281.5pp |
| Employer contribution / active EE | $4,940 | $4,103+20.4% | $3,418+44.5% | $4,761+3.7% |
| Participant deferral / active EE | $14,954 | $6,674+124.0% | $6,270+138.5% | $5,982+150.0% |
| Admin fee / account holder | $3,101 | $10,995-71.8% | $8,081-61.6% | $11,246-72.4% |