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 8-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 | $429,963 | $106,584+303.4% | $101,326+324.3% | $142,382+202.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.89% | 36.93%-14.0pp | 36.82%-13.9pp | 217.08%-194.2pp |
| Employer contribution / active EE | $8,473 | $3,956+114.2% | $3,665+131.2% | $4,299+97.1% |
| Participant deferral / active EE | $23,276 | $8,297+180.5% | $7,994+191.2% | $6,507+257.7% |
| Admin fee / account holder | $418 | $11,446-96.3% | $11,185-96.3% | $12,624-96.7% |