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 | $358,162 | $106,584+236.0% | $101,326+253.5% | $142,382+151.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.41% | 36.93%-17.5pp | 36.82%-17.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $27,840 | $3,956+603.8% | $3,665+659.6% | $4,299+547.6% |
| Participant deferral / active EE | $15,840 | $8,297+90.9% | $7,994+98.1% | $6,507+143.4% |
| Admin fee / account holder | $654 | $11,446-94.3% | $11,185-94.2% | $12,624-94.8% |