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 | $333,411 | $107,334+210.6% | $92,893+258.9% | $152,861+118.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.88% | 145.58%-124.7pp | 109.41%-88.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,799 | $4,221-33.7% | $3,653-23.4% | $4,762-41.2% |
| Participant deferral / active EE | $11,307 | $4,845+133.4% | $4,236+166.9% | $5,850+93.3% |
| Admin fee / account holder | $6,634 | $7,079-6.3% | $5,794+14.5% | $11,596-42.8% |