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 | $286,905 | $228,332+25.7% | $185,823+54.4% | $158,922+80.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.95% | 40.80%-18.9pp | 35.95%-14.0pp | 302.83%-280.9pp |
| Employer contribution / active EE | $14,135 | $4,967+184.6% | $4,087+245.8% | $4,761+196.9% |
| Participant deferral / active EE | $12,342 | $6,415+92.4% | $5,632+119.1% | $5,982+106.3% |
| Admin fee / account holder | $12,879 | $11,864+8.6% | $9,500+35.6% | $11,246+14.5% |