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 | $254,188 | $94,338+169.4% | $100,534+152.8% | $142,382+78.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 13.11% | 29.20%-16.1pp | 32.66%-19.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $7,751 | $4,237+82.9% | $4,346+78.3% | $4,299+80.3% |
| Participant deferral / active EE | $8,256 | $5,934+39.1% | $6,144+34.4% | $6,507+26.9% |
| Admin fee / account holder | $1,864 | $8,421-77.9% | $7,654-75.7% | $12,624-85.2% |