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 | $255,266 | $153,772+66.0% | $133,980+90.5% | $273,961-6.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.42% | 36.51%-31.1pp | 29.30%-23.9pp | 41.45%-36.0pp |
| Employer contribution / active EE | $14,223 | $6,029+135.9% | $5,211+172.9% | $4,869+192.1% |
| Participant deferral / active EE | $8,051 | $6,958+15.7% | $6,282+28.2% | $5,287+52.3% |
| Admin fee / account holder | $1,196 | $11,765-89.8% | $9,324-87.2% | $10,132-88.2% |