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 | $351,362 | $90,503+288.2% | $78,689+346.5% | $273,961+28.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.52% | 75.60%-67.1pp | 62.18%-53.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $8,202 | $3,176+158.3% | $2,851+187.7% | $4,869+68.5% |
| Participant deferral / active EE | $3,321 | $3,901-14.9% | $3,517-5.6% | $5,287-37.2% |
| Admin fee / account holder | $1,762 | $5,263-66.5% | $4,510-60.9% | $10,132-82.6% |