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 | $367,799 | $127,065+189.5% | $113,168+225.0% | $142,382+158.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.02% | 24.03%-12.0pp | 24.27%-12.2pp | 217.08%-205.1pp |
| Employer contribution / active EE | $14,801 | $3,442+330.0% | $2,975+397.5% | $4,299+244.3% |
| Participant deferral / active EE | $26,750 | $5,716+368.0% | $5,107+423.8% | $6,507+311.1% |
| Admin fee / account holder | $3,128 | $15,736-80.1% | $12,068-74.1% | $12,624-75.2% |