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 | $289,971 | $81,460+256.0% | $103,333+180.6% | $80,856+258.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.73% | 25.55%-9.8pp | 24.88%-9.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $13,020 | $3,105+319.3% | $3,868+236.6% | $2,755+372.6% |
| Participant deferral / active EE | $4,006 | $3,869+3.6% | $5,057-20.8% | $4,296-6.7% |
| Admin fee / account holder | $26,482 | $6,566+303.3% | $8,355+217.0% | $6,918+282.8% |