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 | $355,717 | $201,272+76.7% | $184,203+93.1% | $145,922+143.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.56% | 29.00%-2.4pp | 28.81%-2.2pp | 561.29%-534.7pp |
| Employer contribution / active EE | $32,213 | $7,022+358.8% | $6,427+401.2% | $4,660+591.3% |
| Participant deferral / active EE | $24,038 | $9,806+145.1% | $9,131+163.2% | $6,688+259.4% |
| Admin fee / account holder | $693 | $16,364-95.8% | $13,901-95.0% | $13,397-94.8% |