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 8-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 | $315,114 | $176,377+78.7% | $134,143+134.9% | $158,922+98.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.11% | 63.63%-52.5pp | 36.33%-25.2pp | 302.83%-291.7pp |
| Employer contribution / active EE | $20,987 | $5,040+316.4% | $3,704+466.6% | $4,761+340.8% |
| Participant deferral / active EE | $17,333 | $4,091+323.7% | $3,499+395.4% | $5,982+189.8% |
| Admin fee / account holder | $2,393 | $8,718-72.6% | $6,684-64.2% | $11,246-78.7% |