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 10-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 | $252,383 | $127,386+98.1% | $115,037+119.4% | $125,391+101.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 8.28% | 31.28%-23.0pp | 26.14%-17.9pp | 282.22%-273.9pp |
| Employer contribution / active EE | $6,948 | $5,166+34.5% | $4,608+50.8% | $4,866+42.8% |
| Participant deferral / active EE | $8,565 | $6,423+33.4% | $6,026+42.1% | $5,352+60.1% |
| Admin fee / account holder | $303 | $9,516-96.8% | $8,175-96.3% | $9,540-96.8% |