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 8-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 | $336,921 | $93,571+260.1% | $135,903+147.9% | $75,163+348.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 31.78% | 30.90%+0.9pp | 68.23%-36.4pp | 160.62%-128.8pp |
| Employer contribution / active EE | $15,907 | $3,537+349.8% | $4,856+227.6% | $2,670+495.8% |
| Participant deferral / active EE | $13,705 | $6,404+114.0% | $7,758+76.7% | $4,125+232.2% |
| Admin fee / account holder | $13,542 | $6,975+94.1% | $10,762+25.8% | $5,651+139.6% |