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 | $271,712 | $117,841+130.6% | $102,423+165.3% | $145,922+86.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.71% | 31.65%-10.9pp | 29.32%-8.6pp | 561.29%-540.6pp |
| Employer contribution / active EE | $29,750 | $3,615+723.0% | $3,023+884.0% | $4,660+538.5% |
| Participant deferral / active EE | $27,000 | $5,731+371.1% | $5,053+434.3% | $6,688+303.7% |
| Admin fee / account holder | $1,198 | $13,326-91.0% | $9,451-87.3% | $13,397-91.1% |