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 | $334,087 | $154,365+116.4% | $130,231+156.5% | $139,434+139.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 10.38% | 30.34%-20.0pp | 38.77%-28.4pp | 372.94%-362.6pp |
| Employer contribution / active EE | $3,882 | $5,170-24.9% | $4,126-5.9% | $4,751-18.3% |
| Participant deferral / active EE | $3,882 | $8,498-54.3% | $6,799-42.9% | $6,710-42.1% |
| Admin fee / account holder | $932 | $9,214-89.9% | $6,020-84.5% | $11,403-91.8% |