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 | $308,893 | $89,698+244.4% | $103,476+198.5% | $80,856+282.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 13.46% | 22.78%-9.3pp | 23.90%-10.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,109 | $4,018-22.6% | $4,672-33.5% | $2,755+12.9% |
| Participant deferral / active EE | $10,923 | $5,456+100.2% | $6,623+64.9% | $4,296+154.3% |
| Admin fee / account holder | $4,309 | $6,768-36.3% | $9,413-54.2% | $6,918-37.7% |