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 | $259,853 | $66,402+291.3% | $109,895+136.5% | $85,850+202.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 15.69% | 19.59%-3.9pp | 29.45%-13.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,415 | $1,687+43.2% | $2,842-15.0% | $2,565-5.8% |
| Participant deferral / active EE | $5,403 | $2,842+90.1% | $4,048+33.5% | $3,952+36.7% |
| Admin fee / account holder | $4,643 | $4,557+1.9% | $6,066-23.5% | $6,260-25.8% |