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 | $266,968 | $362,131-26.3% | $285,549-6.5% | $357,791-25.4% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 13.71% | 5.08%+8.6pp | 7.15%+6.6pp | 396.79%-383.1pp |
| Employer contribution / active EE | $4,577 | $5,952-23.1% | $5,022-8.9% | $7,508-39.0% |
| Participant deferral / active EE | $9,277 | $5,478+69.4% | $4,549+103.9% | $5,521+68.0% |
| Admin fee / account holder | $10,658 | $16,774-36.5% | $13,934-23.5% | $28,387-62.5% |