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 | $337,925 | $99,877+238.3% | $84,966+297.7% | $145,922+131.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.66% | 83.76%-73.1pp | 66.38%-55.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $20,342 | $3,231+529.5% | $2,727+645.9% | $4,660+336.6% |
| Participant deferral / active EE | $13,467 | $5,291+154.5% | $4,519+198.0% | $6,688+101.4% |
| Admin fee / account holder | $351 | $7,248-95.2% | $6,149-94.3% | $13,397-97.4% |