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 | $257,005 | $127,065+102.3% | $113,168+127.1% | $142,382+80.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.90% | 24.03%-9.1pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,836 | $3,442-17.6% | $2,975-4.7% | $4,299-34.0% |
| Participant deferral / active EE | $14,331 | $5,716+150.7% | $5,107+180.6% | $6,507+120.2% |
| Admin fee / account holder | $2,298 | $15,736-85.4% | $12,068-81.0% | $12,624-81.8% |