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 6-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 | $378,639 | $117,983+220.9% | $101,794+272.0% | $142,382+165.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.60% | 36.92%-23.3pp | 30.53%-16.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $18,072 | $2,773+551.8% | $2,289+689.5% | $4,299+320.4% |
| Participant deferral / active EE | $4,993 | $4,714+5.9% | $4,084+22.3% | $6,507-23.3% |
| Admin fee / account holder | $2,442 | $10,433-76.6% | $8,777-72.2% | $12,624-80.7% |