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 | $272,455 | $99,341+174.3% | $84,750+221.5% | $273,961-0.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.52% | 22.93%-17.4pp | 22.78%-17.3pp | 41.45%-35.9pp |
| Employer contribution / active EE | $3,544 | $4,214-15.9% | $3,574-0.8% | $4,869-27.2% |
| Participant deferral / active EE | $5,587 | $4,269+30.9% | $3,712+50.5% | $5,287+5.7% |
| Admin fee / account holder | $2,069 | $6,644-68.9% | $5,332-61.2% | $10,132-79.6% |