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 3-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 | $278,528 | $106,584+161.3% | $101,326+174.9% | $142,382+95.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.62% | 36.93%-21.3pp | 36.82%-21.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $14,787 | $3,956+273.8% | $3,665+303.4% | $4,299+244.0% |
| Participant deferral / active EE | $27,117 | $8,297+226.8% | $7,994+239.2% | $6,507+316.7% |
| Admin fee / account holder | $33,121 | $11,446+189.4% | $11,185+196.1% | $12,624+162.4% |