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 | $279,134 | $201,272+38.7% | $184,203+51.5% | $145,922+91.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.14% | 29.00%-18.9pp | 28.81%-18.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $4,067 | $7,022-42.1% | $6,427-36.7% | $4,660-12.7% |
| Participant deferral / active EE | $14,910 | $9,806+52.1% | $9,131+63.3% | $6,688+122.9% |
| Admin fee / account holder | $2,843 | $16,364-82.6% | $13,901-79.5% | $13,397-78.8% |