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 | $269,212 | $132,239+103.6% | $105,722+154.6% | $273,961-1.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.24% | 10.07%-4.8pp | 12.25%-7.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $13,469 | $4,867+176.8% | $4,079+230.2% | $4,869+176.7% |
| Participant deferral / active EE | $11,371 | $6,233+82.4% | $5,326+113.5% | $5,287+115.1% |
| Admin fee / account holder | $10,648 | $12,032-11.5% | $8,308+28.2% | $10,132+5.1% |