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 6-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 | $265,276 | $214,378+23.7% | $200,582+32.3% | $142,382+86.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.25% | 46.41%-28.2pp | 42.33%-24.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $38,147 | $6,841+457.6% | $6,419+494.3% | $4,299+787.3% |
| Participant deferral / active EE | $22,333 | $9,865+126.4% | $9,331+139.3% | $6,507+243.2% |
| Admin fee / account holder | $503 | $17,692-97.2% | $16,305-96.9% | $12,624-96.0% |