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 | $289,233 | $177,572+62.9% | $154,803+86.8% | $142,382+103.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.12% | 65.07%-52.9pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,807 | $4,810-62.4% | $4,305-58.0% | $4,299-58.0% |
| Participant deferral / active EE | $21,437 | $6,272+241.8% | $5,540+286.9% | $6,507+229.4% |
| Admin fee / account holder | $2,265 | $16,786-86.5% | $14,329-84.2% | $12,624-82.1% |