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 3-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 | $252,943 | $114,381+121.1% | $107,525+135.2% | $142,382+77.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.88% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,265 | $4,015+6.2% | $3,754+13.6% | $4,299-0.8% |
| Participant deferral / active EE | $5,676 | $5,564+2.0% | $5,116+11.0% | $6,507-12.8% |
| Admin fee / account holder | $4,652 | $9,860-52.8% | $8,919-47.8% | $12,624-63.2% |