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 | $397,944 | $112,881+252.5% | $90,951+337.5% | $158,922+150.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.97% | 215.79%-200.8pp | 134.60%-119.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $4,156 | $2,893+43.7% | $2,122+95.9% | $4,761-12.7% |
| Participant deferral / active EE | $14,200 | $4,128+244.0% | $3,373+321.0% | $5,982+137.4% |
| Admin fee / account holder | $3,799 | $8,041-52.8% | $5,959-36.3% | $11,246-66.2% |