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 4-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 | $264,935 | $93,571+183.1% | $135,903+94.9% | $75,163+252.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.74% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,091 | $3,537-12.6% | $4,856-36.3% | $2,670+15.8% |
| Participant deferral / active EE | $10,663 | $6,404+66.5% | $7,758+37.5% | $4,125+158.5% |
| Admin fee / account holder | $3,391 | $6,975-51.4% | $10,762-68.5% | $5,651-40.0% |