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 5-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 | $388,210 | $179,726+116.0% | $156,263+148.4% | $142,382+172.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.99% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $17,042 | $5,069+236.2% | $4,333+293.3% | $4,299+296.4% |
| Participant deferral / active EE | $16,454 | $6,956+136.5% | $6,158+167.2% | $6,507+152.9% |
| Admin fee / account holder | $3,510 | $17,272-79.7% | $14,255-75.4% | $12,624-72.2% |