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 | $267,602 | $210,408+27.2% | $153,485+74.4% | $145,922+83.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.67% | 13.37%-1.7pp | 15.65%-4.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $11,670 | $6,048+93.0% | $5,039+131.6% | $4,660+150.5% |
| Participant deferral / active EE | $20,695 | $7,975+159.5% | $6,757+206.3% | $6,688+209.4% |
| Admin fee / account holder | $1,564 | $19,419-91.9% | $12,724-87.7% | $13,397-88.3% |