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 | $336,140 | $369,484-9.0% | $303,047+10.9% | $357,791-6.1% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 0.46% | 0.42%0pp | 2.47%-2.0pp | 396.79%-396.3pp |
| Employer contribution / active EE | $8,640 | $9,025-4.3% | $7,418+16.5% | $7,508+15.1% |
| Participant deferral / active EE | $11,750 | $5,439+116.0% | $5,070+131.8% | $5,521+112.8% |
| Admin fee / account holder | $6,250 | $49,137-87.3% | $39,333-84.1% | $28,387-78.0% |