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 | $351,680 | $94,338+272.8% | $100,534+249.8% | $142,382+147.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 12.41% | 29.20%-16.8pp | 32.66%-20.3pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,128 | $4,237-26.2% | $4,346-28.0% | $4,299-27.2% |
| Participant deferral / active EE | $10,487 | $5,934+76.7% | $6,144+70.7% | $6,507+61.2% |
| Admin fee / account holder | $10,575 | $8,421+25.6% | $7,654+38.2% | $12,624-16.2% |