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 | $252,723 | $93,170+171.2% | $100,534+151.4% | $84,808+198.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 15.84% | 47.13%-31.3pp | 32.66%-16.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $7,805 | $3,985+95.9% | $4,346+79.6% | $2,631+196.7% |
| Participant deferral / active EE | $5,038 | $5,699-11.6% | $6,144-18.0% | $4,212+19.6% |
| Admin fee / account holder | $13,982 | $7,382+89.4% | $7,654+82.7% | $7,344+90.4% |