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 | $389,145 | $127,065+206.3% | $113,168+243.9% | $142,382+173.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.99% | 24.03%-3.0pp | 24.27%-3.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $6,000 | $3,442+74.3% | $2,975+101.7% | $4,299+39.6% |
| Participant deferral / active EE | $13,094 | $5,716+129.1% | $5,107+156.4% | $6,507+101.2% |
| Admin fee / account holder | $7,203 | $15,736-54.2% | $12,068-40.3% | $12,624-42.9% |