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 | $275,554 | $105,859+160.3% | $90,160+205.6% | $147,584+86.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.18% | 37.63%-22.4pp | 34.88%-19.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $8,497 | $4,126+105.9% | $3,318+156.1% | $4,876+74.2% |
| Participant deferral / active EE | $5,008 | $5,733-12.6% | $5,288-5.3% | $5,439-7.9% |
| Admin fee / account holder | $4,670 | $8,046-42.0% | $5,943-21.4% | $10,885-57.1% |