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 5-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 | $307,519 | $214,378+43.4% | $200,582+53.3% | $142,382+116.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.50% | 46.41%-22.9pp | 42.33%-18.8pp | 217.08%-193.6pp |
| Employer contribution / active EE | $46,000 | $6,841+572.4% | $6,419+616.6% | $4,299+970.0% |
| Participant deferral / active EE | $23,000 | $9,865+133.2% | $9,331+146.5% | $6,507+253.5% |
| Admin fee / account holder | $1,912 | $17,692-89.2% | $16,305-88.3% | $12,624-84.9% |