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 | $262,491 | $111,301+135.8% | $112,977+132.3% | $158,922+65.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 11.37% | 26.40%-15.0pp | 24.24%-12.9pp | 302.83%-291.5pp |
| Employer contribution / active EE | $13,333 | $4,471+198.2% | $4,255+213.4% | $4,761+180.0% |
| Participant deferral / active EE | $10,191 | $5,880+73.3% | $5,836+74.6% | $5,982+70.4% |
| Admin fee / account holder | $2,792 | $8,392-66.7% | $6,294-55.6% | $11,246-75.2% |