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 7-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 | $341,349 | $106,584+220.3% | $101,326+236.9% | $142,382+139.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.42% | 36.93%-21.5pp | 36.82%-21.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $31,960 | $3,956+707.9% | $3,665+772.0% | $4,299+643.4% |
| Participant deferral / active EE | $24,389 | $8,297+193.9% | $7,994+205.1% | $6,507+274.8% |
| Admin fee / account holder | $1,567 | $11,446-86.3% | $11,185-86.0% | $12,624-87.6% |