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 | $359,237 | $87,733+309.5% | $106,548+237.2% | $85,850+318.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.69% | 21.86%-9.2pp | 26.80%-14.1pp | 318.53%-305.8pp |
| Employer contribution / active EE | $3,259 | $2,073+57.2% | $2,819+15.6% | $2,565+27.1% |
| Participant deferral / active EE | $6,458 | $3,469+86.1% | $4,398+46.8% | $3,952+63.4% |
| Admin fee / account holder | $4,480 | $6,767-33.8% | $7,407-39.5% | $6,260-28.4% |