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 | $335,242 | $114,381+193.1% | $107,525+211.8% | $142,382+135.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.14% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $5,489 | $4,015+36.7% | $3,754+46.2% | $4,299+27.7% |
| Participant deferral / active EE | $10,748 | $5,564+93.2% | $5,116+110.1% | $6,507+65.2% |
| Admin fee / account holder | $14,202 | $9,860+44.0% | $8,919+59.2% | $12,624+12.5% |