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 3-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 | $268,240 | $177,572+51.1% | $154,803+73.3% | $142,382+88.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 28.02% | 65.07%-37.0pp | 58.88%-30.9pp | 217.08%-189.1pp |
| Employer contribution / active EE | $7,950 | $4,810+65.3% | $4,305+84.6% | $4,299+84.9% |
| Participant deferral / active EE | $23,500 | $6,272+274.7% | $5,540+324.1% | $6,507+261.1% |
| Admin fee / account holder | $322 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |