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 | $468,979 | $106,584+340.0% | $101,326+362.8% | $142,382+229.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 27.67% | 36.93%-9.3pp | 36.82%-9.1pp | 217.08%-189.4pp |
| Employer contribution / active EE | $24,875 | $3,956+528.8% | $3,665+578.7% | $4,299+478.6% |
| Participant deferral / active EE | $19,500 | $8,297+135.0% | $7,994+143.9% | $6,507+199.7% |
| Admin fee / account holder | $1,665 | $11,446-85.5% | $11,185-85.1% | $12,624-86.8% |