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 3-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 | $656,709 | $111,754+487.6% | $103,333+535.5% | $145,922+350.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.80% | 24.77%-4.0pp | 24.88%-4.1pp | 561.29%-540.5pp |
| Employer contribution / active EE | $29,012 | $4,212+588.7% | $3,868+650.1% | $4,660+522.6% |
| Participant deferral / active EE | $5,676 | $5,619+1.0% | $5,057+12.2% | $6,688-15.1% |
| Admin fee / account holder | $2,204 | $9,750-77.4% | $8,355-73.6% | $13,397-83.5% |