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 | $442,203 | $127,065+248.0% | $113,168+290.7% | $142,382+210.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.98% | 24.03%-5.1pp | 24.27%-5.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $20,636 | $3,442+499.5% | $2,975+593.6% | $4,299+380.0% |
| Participant deferral / active EE | $12,563 | $5,716+119.8% | $5,107+146.0% | $6,507+93.1% |
| Admin fee / account holder | $3,236 | $15,736-79.4% | $12,068-73.2% | $12,624-74.4% |