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 | $267,191 | $106,515+150.8% | $96,683+176.4% | $139,434+91.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.12% | 38.43%-22.3pp | 35.69%-19.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $10,613 | $4,103+158.7% | $3,737+184.0% | $4,751+123.4% |
| Participant deferral / active EE | $9,094 | $5,454+66.7% | $4,878+86.4% | $6,710+35.5% |
| Admin fee / account holder | $6,367 | $7,877-19.2% | $6,730-5.4% | $11,403-44.2% |