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 | $322,313 | $111,301+189.6% | $112,977+185.3% | $158,922+102.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 15.95% | 26.40%-10.5pp | 24.24%-8.3pp | 302.83%-286.9pp |
| Employer contribution / active EE | $11,485 | $4,471+156.9% | $4,255+169.9% | $4,761+141.2% |
| Participant deferral / active EE | $6,500 | $5,880+10.5% | $5,836+11.4% | $5,982+8.7% |
| Admin fee / account holder | $10,745 | $8,392+28.0% | $6,294+70.7% | $11,246-4.5% |