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 | $373,328 | $157,256+137.4% | $141,162+164.5% | $152,861+144.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.37% | 64.32%-47.0pp | 71.39%-54.0pp | 345.32%-328.0pp |
| Employer contribution / active EE | $8,696 | $5,261+65.3% | $4,735+83.6% | $4,762+82.6% |
| Participant deferral / active EE | $13,874 | $7,109+95.2% | $6,709+106.8% | $5,850+137.2% |
| Admin fee / account holder | $7,079 | $12,120-41.6% | $10,261-31.0% | $11,596-39.0% |