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 | $360,845 | $84,233+328.4% | $170,442+111.7% | $70,131+414.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.01% | 23.06%-5.0pp | 205.93%-187.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $23,261 | $3,387+586.8% | $5,433+328.2% | $2,342+893.0% |
| Participant deferral / active EE | $9,533 | $3,086+208.9% | $4,939+93.0% | $3,332+186.1% |
| Admin fee / account holder | $6,954 | $5,698+22.0% | $13,880-49.9% | $4,645+49.7% |