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 | $362,047 | $297,529+21.7% | $246,525+46.9% | $357,791+1.2% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 15.51% | -2.25%+17.8pp | 0.46%+15.0pp | 396.79%-381.3pp |
| Employer contribution / active EE | $5,560 | $8,709-36.2% | $7,467-25.5% | $7,508-25.9% |
| Participant deferral / active EE | $10,287 | $6,076+69.3% | $5,422+89.7% | $5,521+86.3% |
| Admin fee / account holder | $75,148 | $16,212+363.5% | $16,551+354.0% | $28,387+164.7% |