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 4-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 | $291,457 | $159,602+82.6% | $150,045+94.2% | $142,382+104.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 37.67% | 70.24%-32.6pp | 62.55%-24.9pp | 217.08%-179.4pp |
| Employer contribution / active EE | $4,835 | $4,961-2.5% | $4,693+3.0% | $4,299+12.5% |
| Participant deferral / active EE | $13,780 | $8,310+65.8% | $7,997+72.3% | $6,507+111.8% |
| Admin fee / account holder | $2,313 | $14,846-84.4% | $13,435-82.8% | $12,624-81.7% |