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 | $275,338 | $148,978+84.8% | $200,582+37.3% | $84,808+224.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.36% | 28.16%-14.8pp | 42.33%-29.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $9,119 | $4,815+89.4% | $6,419+42.1% | $2,631+246.6% |
| Participant deferral / active EE | $9,984 | $7,142+39.8% | $9,331+7.0% | $4,212+137.1% |
| Admin fee / account holder | $10,276 | $13,977-26.5% | $16,305-37.0% | $7,344+39.9% |