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 | $277,290 | $148,978+86.1% | $200,582+38.2% | $84,808+227.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.24% | 28.16%-8.9pp | 42.33%-23.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $8,374 | $4,815+73.9% | $6,419+30.5% | $2,631+218.3% |
| Participant deferral / active EE | $22,448 | $7,142+214.3% | $9,331+140.6% | $4,212+433.0% |
| Admin fee / account holder | $4,582 | $13,977-67.2% | $16,305-71.9% | $7,344-37.6% |