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 | $331,007 | $140,940+134.9% | $112,229+194.9% | $139,434+137.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.87% | 32.71%-18.8pp | 30.20%-16.3pp | 372.94%-359.1pp |
| Employer contribution / active EE | $7,973 | $4,283+86.1% | $3,430+132.4% | $4,751+67.8% |
| Participant deferral / active EE | $26,288 | $5,874+347.5% | $4,798+447.9% | $6,710+291.8% |
| Admin fee / account holder | $439 | $9,954-95.6% | $7,748-94.3% | $11,403-96.2% |