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 4-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 | $417,252 | $124,281+235.7% | $109,143+282.3% | $167,490+149.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.23% | 26.04%-14.8pp | 25.75%-14.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $16,549 | $4,207+293.3% | $3,722+344.6% | $4,837+242.1% |
| Participant deferral / active EE | $4,651 | $5,255-11.5% | $4,653-0.1% | $6,341-26.7% |
| Admin fee / account holder | $24,400 | $7,970+206.2% | $6,752+261.4% | $12,309+98.2% |