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 8-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 | $305,006 | $201,272+51.5% | $184,203+65.6% | $145,922+109.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.74% | 29.00%-17.3pp | 28.81%-17.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $16,898 | $7,022+140.7% | $6,427+162.9% | $4,660+262.7% |
| Participant deferral / active EE | $17,262 | $9,806+76.0% | $9,131+89.0% | $6,688+158.1% |
| Admin fee / account holder | $9,305 | $16,364-43.1% | $13,901-33.1% | $13,397-30.5% |