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 | $295,372 | $89,753+229.1% | $107,525+174.7% | $84,808+248.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.49% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,877 | $3,113-7.6% | $3,754-23.4% | $2,631+9.4% |
| Participant deferral / active EE | $7,314 | $4,056+80.3% | $5,116+43.0% | $4,212+73.7% |
| Admin fee / account holder | $5,661 | $7,222-21.6% | $8,919-36.5% | $7,344-22.9% |