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 6-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 | $284,036 | $214,378+32.5% | $200,582+41.6% | $142,382+99.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.48% | 46.41%-23.9pp | 42.33%-19.9pp | 217.08%-194.6pp |
| Employer contribution / active EE | $23,632 | $6,841+245.4% | $6,419+268.2% | $4,299+449.7% |
| Participant deferral / active EE | $20,577 | $9,865+108.6% | $9,331+120.5% | $6,507+216.2% |
| Admin fee / account holder | $6,561 | $17,692-62.9% | $16,305-59.8% | $12,624-48.0% |