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 | $254,135 | $154,365+64.6% | $130,231+95.1% | $139,434+82.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 9.24% | 30.34%-21.1pp | 38.77%-29.5pp | 372.94%-363.7pp |
| Employer contribution / active EE | $3,040 | $5,170-41.2% | $4,126-26.3% | $4,751-36.0% |
| Participant deferral / active EE | $7,383 | $8,498-13.1% | $6,799+8.6% | $6,710+10.0% |
| Admin fee / account holder | $3,475 | $9,214-62.3% | $6,020-42.3% | $11,403-69.5% |