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 | $427,735 | $117,983+262.5% | $101,794+320.2% | $142,382+200.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.52% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,800 | $2,773+73.1% | $2,289+109.7% | $4,299+11.7% |
| Participant deferral / active EE | $15,667 | $4,714+232.4% | $4,084+283.6% | $6,507+140.8% |
| Admin fee / account holder | $3,726 | $10,433-64.3% | $8,777-57.6% | $12,624-70.5% |