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 | $250,347 | $214,378+16.8% | $200,582+24.8% | $142,382+75.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 31.72% | 46.41%-14.7pp | 42.33%-10.6pp | 217.08%-185.4pp |
| Employer contribution / active EE | $41,679 | $6,841+509.2% | $6,419+549.3% | $4,299+869.5% |
| Participant deferral / active EE | $24,171 | $9,865+145.0% | $9,331+159.0% | $6,507+271.5% |
| Admin fee / account holder | $359 | $17,692-98.0% | $16,305-97.8% | $12,624-97.2% |