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 | $253,763 | $111,754+127.1% | $103,333+145.6% | $145,922+73.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.58% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $24,482 | $4,212+481.2% | $3,868+533.0% | $4,660+425.4% |
| Participant deferral / active EE | $17,128 | $5,619+204.8% | $5,057+238.7% | $6,688+156.1% |
| Admin fee / account holder | $7,616 | $9,750-21.9% | $8,355-8.8% | $13,397-43.2% |