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 | $334,519 | $127,065+163.3% | $113,168+195.6% | $142,382+134.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.41% | 24.03%-1.6pp | 24.27%-1.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $10,791 | $3,442+213.5% | $2,975+262.7% | $4,299+151.0% |
| Participant deferral / active EE | $16,081 | $5,716+181.3% | $5,107+214.9% | $6,507+147.1% |
| Admin fee / account holder | $29,911 | $15,736+90.1% | $12,068+147.9% | $12,624+136.9% |