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 | $350,988 | $127,065+176.2% | $113,168+210.1% | $142,382+146.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.23% | 24.03%-5.8pp | 24.27%-6.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $5,770 | $3,442+67.6% | $2,975+93.9% | $4,299+34.2% |
| Participant deferral / active EE | $22,606 | $5,716+295.5% | $5,107+342.7% | $6,507+247.4% |
| Admin fee / account holder | $582 | $15,736-96.3% | $12,068-95.2% | $12,624-95.4% |