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 | $263,069 | $118,450+122.1% | $98,439+167.2% | $139,434+88.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 20.63% | 18.94%+1.7pp | 21.16%-0.5pp | 372.94%-352.3pp |
| Employer contribution / active EE | $5,117 | $3,609+41.8% | $3,048+67.9% | $4,751+7.7% |
| Participant deferral / active EE | $10,708 | $5,392+98.6% | $4,738+126.0% | $6,710+59.6% |
| Admin fee / account holder | $1,923 | $14,026-86.3% | $8,948-78.5% | $11,403-83.1% |