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 | $447,033 | $106,584+319.4% | $101,326+341.2% | $142,382+214.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.27% | 36.93%-19.7pp | 36.82%-19.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $509 | $3,956-87.1% | $3,665-86.1% | $4,299-88.2% |
| Participant deferral / active EE | $8,245 | $8,297-0.6% | $7,994+3.1% | $6,507+26.7% |
| Admin fee / account holder | $21,238 | $11,446+85.6% | $11,185+89.9% | $12,624+68.2% |