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 | $332,244 | $99,341+234.4% | $84,750+292.0% | $273,961+21.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.40% | 22.93%-14.5pp | 22.78%-14.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $14,069 | $4,214+233.9% | $3,574+293.6% | $4,869+189.0% |
| Participant deferral / active EE | $8,754 | $4,269+105.0% | $3,712+135.8% | $5,287+65.6% |
| Admin fee / account holder | $544 | $6,644-91.8% | $5,332-89.8% | $10,132-94.6% |