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 | $315,711 | $84,233+274.8% | $170,442+85.2% | $70,131+350.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.22% | 23.06%-8.8pp | 205.93%-191.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,649 | $3,387-21.8% | $5,433-51.2% | $2,342+13.1% |
| Participant deferral / active EE | $5,490 | $3,086+77.9% | $4,939+11.1% | $3,332+64.8% |
| Admin fee / account holder | $1,513 | $5,698-73.5% | $13,880-89.1% | $4,645-67.4% |