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 | $310,173 | $201,272+54.1% | $184,203+68.4% | $145,922+112.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.99% | 29.00%-11.0pp | 28.81%-10.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,821 | $7,022-74.1% | $6,427-71.7% | $4,660-60.9% |
| Participant deferral / active EE | $5,633 | $9,806-42.6% | $9,131-38.3% | $6,688-15.8% |
| Admin fee / account holder | $11,333 | $16,364-30.7% | $13,901-18.5% | $13,397-15.4% |