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 | $515,149 | $369,484+39.4% | $303,047+70.0% | $357,791+44.0% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 29.87% | 0.42%+29.5pp | 2.47%+27.4pp | 396.79%-366.9pp |
| Employer contribution / active EE | $11,039 | $9,025+22.3% | $7,418+48.8% | $7,508+47.0% |
| Participant deferral / active EE | $12,030 | $5,439+121.2% | $5,070+137.3% | $5,521+117.9% |
| Admin fee / account holder | $373 | $49,137-99.2% | $39,333-99.1% | $28,387-98.7% |