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 | $356,782 | $99,341+259.1% | $84,750+321.0% | $273,961+30.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.70% | 22.93%-16.2pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $6,290 | $4,214+49.3% | $3,574+76.0% | $4,869+29.2% |
| Participant deferral / active EE | $8,585 | $4,269+101.1% | $3,712+131.3% | $5,287+62.4% |
| Admin fee / account holder | $517 | $6,644-92.2% | $5,332-90.3% | $10,132-94.9% |