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 10-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 | $352,735 | $117,983+199.0% | $101,794+246.5% | $142,382+147.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.21% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $19,366 | $2,773+598.5% | $2,289+746.1% | $4,299+350.5% |
| Participant deferral / active EE | $4,343 | $4,714-7.9% | $4,084+6.3% | $6,507-33.3% |
| Admin fee / account holder | $4,522 | $10,433-56.7% | $8,777-48.5% | $12,624-64.2% |