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 | $255,445 | $111,754+128.6% | $103,333+147.2% | $145,922+75.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.52% | 24.77%-11.2pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,814 | $4,212-9.5% | $3,868-1.4% | $4,660-18.2% |
| Participant deferral / active EE | $17,500 | $5,619+211.5% | $5,057+246.0% | $6,688+161.7% |
| Admin fee / account holder | $1,343 | $9,750-86.2% | $8,355-83.9% | $13,397-90.0% |