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 | $264,907 | $89,355+196.5% | $141,162+87.7% | $72,985+263.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.09% | 111.85%-90.8pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $10,190 | $3,114+227.2% | $4,735+115.2% | $2,440+317.7% |
| Participant deferral / active EE | $10,983 | $5,418+102.7% | $6,709+63.7% | $3,607+204.4% |
| Admin fee / account holder | $5,956 | $5,9580% | $10,261-42.0% | $5,124+16.2% |