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 | $295,792 | $110,257+168.3% | $96,544+206.4% | $139,434+112.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 29.74% | 26.32%+3.4pp | 25.84%+3.9pp | 372.94%-343.2pp |
| Employer contribution / active EE | $7,195 | $3,620+98.8% | $2,965+142.7% | $4,751+51.5% |
| Participant deferral / active EE | $5,169 | $5,548-6.8% | $4,851+6.6% | $6,710-23.0% |
| Admin fee / account holder | $3,234 | $11,591-72.1% | $8,252-60.8% | $11,403-71.6% |