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 | $358,811 | $177,572+102.1% | $154,803+131.8% | $142,382+152.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.48% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $8,514 | $4,810+77.0% | $4,305+97.7% | $4,299+98.0% |
| Participant deferral / active EE | $9,428 | $6,272+50.3% | $5,540+70.2% | $6,507+44.9% |
| Admin fee / account holder | $1,959 | $16,786-88.3% | $14,329-86.3% | $12,624-84.5% |