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 | $312,210 | $153,311+103.6% | $109,313+185.6% | $273,961+14.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.38% | 29.86%-22.5pp | 22.07%-14.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $8,554 | $5,619+52.2% | $3,892+119.8% | $4,869+75.7% |
| Participant deferral / active EE | $5,739 | $3,932+46.0% | $3,166+81.3% | $5,287+8.6% |
| Admin fee / account holder | $2,104 | $8,076-73.9% | $5,666-62.9% | $10,132-79.2% |