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 | $338,454 | $70,475+380.2% | $100,516+236.7% | $79,858+323.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 15.84% | 21.90%-6.1pp | 30.89%-15.0pp | 31.71%-15.9pp |
| Employer contribution / active EE | $9,356 | $2,165+332.2% | $3,418+173.8% | $2,471+278.7% |
| Participant deferral / active EE | $10,198 | $5,181+96.8% | $6,270+62.6% | $3,740+172.7% |
| Admin fee / account holder | $6,250 | $4,478+39.6% | $8,081-22.7% | $5,306+17.8% |