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 9-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 | $274,993 | $148,534+85.1% | $135,903+102.3% | $139,434+97.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.08% | 79.19%-60.1pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,268 | $5,243-37.7% | $4,856-32.7% | $4,751-31.2% |
| Participant deferral / active EE | $11,918 | $8,100+47.1% | $7,758+53.6% | $6,710+77.6% |
| Admin fee / account holder | $4,496 | $12,400-63.7% | $10,762-58.2% | $11,403-60.6% |