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 | $322,339 | $81,460+295.7% | $103,333+211.9% | $80,856+298.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.03% | 25.55%-9.5pp | 24.88%-8.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $3,167 | $3,105+2.0% | $3,868-18.1% | $2,755+15.0% |
| Participant deferral / active EE | $4,520 | $3,869+16.8% | $5,057-10.6% | $4,296+5.2% |
| Admin fee / account holder | $2,969 | $6,566-54.8% | $8,355-64.5% | $6,918-57.1% |