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 | $426,165 | $77,730+448.3% | $70,164+507.4% | $139,434+205.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.64% | 18.98%-4.3pp | 18.87%-4.2pp | 372.94%-358.3pp |
| Employer contribution / active EE | $27,881 | $4,990+458.7% | $4,287+550.4% | $4,751+486.9% |
| Participant deferral / active EE | $17,153 | $6,448+166.0% | $5,395+217.9% | $6,710+155.6% |
| Admin fee / account holder | $3,586 | $5,368-33.2% | $4,561-21.4% | $11,403-68.6% |