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 7-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 | $305,433 | $201,272+51.8% | $184,203+65.8% | $145,922+109.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.63% | 29.00%-8.4pp | 28.81%-8.2pp | 561.29%-540.7pp |
| Employer contribution / active EE | $37,692 | $7,022+436.8% | $6,427+486.5% | $4,660+708.9% |
| Participant deferral / active EE | $13,904 | $9,806+41.8% | $9,131+52.3% | $6,688+107.9% |
| Admin fee / account holder | $2,635 | $16,364-83.9% | $13,901-81.0% | $13,397-80.3% |