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 | $427,104 | $159,602+167.6% | $150,045+184.6% | $142,382+200.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.67% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $37,878 | $4,961+663.6% | $4,693+707.1% | $4,299+781.1% |
| Participant deferral / active EE | $23,496 | $8,310+182.7% | $7,997+193.8% | $6,507+261.1% |
| Admin fee / account holder | $4,330 | $14,846-70.8% | $13,435-67.8% | $12,624-65.7% |