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 | $282,019 | $102,605+174.9% | $145,661+93.6% | $84,808+232.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 25.87% | 26.50%-0.6pp | 101.46%-75.6pp | 40.90%-15.0pp |
| Employer contribution / active EE | $3,983 | $3,325+19.8% | $4,238-6.0% | $2,631+51.4% |
| Participant deferral / active EE | $4,827 | $5,750-16.0% | $7,198-32.9% | $4,212+14.6% |
| Admin fee / account holder | $16,176 | $8,758+84.7% | $12,466+29.8% | $7,344+120.3% |