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 7-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 | $275,131 | $82,664+232.8% | $125,339+119.5% | $68,494+301.7% |
| Participation rate | 93.0% | 75.0%+18.0pp | 82.4%+10.7pp | 67.9%+25.1pp |
| Annual return | 21.36% | -5.97%+27.3pp | 572.05%-550.7pp | -7.84%+29.2pp |
| Employer contribution / active EE | $9,850 | $3,381+191.3% | $4,814+104.6% | $2,596+279.4% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,584 | $6,275-42.9% | $10,010-64.2% | $5,403-33.7% |