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 | $290,662 | $124,319+133.8% | $111,297+161.2% | $167,490+73.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.52% | 37.44%-19.9pp | 54.65%-37.1pp | 478.56%-461.0pp |
| Employer contribution / active EE | $3,973 | $3,435+15.7% | $2,731+45.5% | $4,837-17.9% |
| Participant deferral / active EE | $13,140 | $5,180+153.6% | $4,487+192.8% | $6,341+107.2% |
| Admin fee / account holder | $552 | $10,618-94.8% | $7,964-93.1% | $12,309-95.5% |