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 | $255,991 | $127,065+101.5% | $113,168+126.2% | $142,382+79.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.68% | 24.03%-8.3pp | 24.27%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,067 | $3,442-40.0% | $2,975-30.5% | $4,299-51.9% |
| Participant deferral / active EE | $11,955 | $5,716+109.1% | $5,107+134.1% | $6,507+83.7% |
| Admin fee / account holder | $1,678 | $15,736-89.3% | $12,068-86.1% | $12,624-86.7% |