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 5-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 | $254,294 | $176,812+43.8% | $146,665+73.4% | $167,490+51.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.09% | 24.03%-8.9pp | 22.74%-7.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $15,065 | $5,160+191.9% | $4,136+264.2% | $4,837+211.4% |
| Participant deferral / active EE | $14,904 | $6,440+131.4% | $5,506+170.7% | $6,341+135.0% |
| Admin fee / account holder | $2,418 | $13,259-81.8% | $10,280-76.5% | $12,309-80.4% |