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 | $290,950 | $176,812+64.6% | $146,665+98.4% | $167,490+73.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.00% | 24.03%-10.0pp | 22.74%-8.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $19,197 | $5,160+272.0% | $4,136+364.1% | $4,837+296.8% |
| Participant deferral / active EE | $11,840 | $6,440+83.9% | $5,506+115.0% | $6,341+86.7% |
| Admin fee / account holder | $2,774 | $13,259-79.1% | $10,280-73.0% | $12,309-77.5% |