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 | $371,778 | $94,338+294.1% | $100,534+269.8% | $142,382+161.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 14.66% | 29.20%-14.5pp | 32.66%-18.0pp | 217.08%-202.4pp |
| Employer contribution / active EE | $6,418 | $4,237+51.5% | $4,346+47.7% | $4,299+49.3% |
| Participant deferral / active EE | $9,417 | $5,934+58.7% | $6,144+53.3% | $6,507+44.7% |
| Admin fee / account holder | $17,253 | $8,421+104.9% | $7,654+125.4% | $12,624+36.7% |