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 | $284,497 | $140,940+101.9% | $112,229+153.5% | $139,434+104.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.94% | 32.71%-11.8pp | 30.20%-9.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $7,933 | $4,283+85.2% | $3,430+131.3% | $4,751+67.0% |
| Participant deferral / active EE | $7,102 | $5,874+20.9% | $4,798+48.0% | $6,710+5.8% |
| Admin fee / account holder | $1,793 | $9,954-82.0% | $7,748-76.9% | $11,403-84.3% |