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 | $306,152 | $106,515+187.4% | $96,683+216.7% | $139,434+119.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.06% | 38.43%-22.4pp | 35.69%-19.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $13,636 | $4,103+232.4% | $3,737+264.9% | $4,751+187.0% |
| Participant deferral / active EE | $5,781 | $5,454+6.0% | $4,878+18.5% | $6,710-13.8% |
| Admin fee / account holder | $3,326 | $7,877-57.8% | $6,730-50.6% | $11,403-70.8% |