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 4-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 | $272,751 | $177,572+53.6% | $154,803+76.2% | $142,382+91.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.86% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $10,958 | $4,810+127.8% | $4,305+154.5% | $4,299+154.9% |
| Participant deferral / active EE | $13,984 | $6,272+123.0% | $5,540+152.4% | $6,507+114.9% |
| Admin fee / account holder | $3,824 | $16,786-77.2% | $14,329-73.3% | $12,624-69.7% |