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 | $379,443 | $86,929+336.5% | $102,423+270.5% | $80,856+369.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.39% | 18.88%-6.5pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $7,111 | $2,369+200.1% | $3,023+135.2% | $2,755+158.1% |
| Participant deferral / active EE | $11,130 | $4,118+170.3% | $5,053+120.3% | $4,296+159.1% |
| Admin fee / account holder | $2,126 | $8,049-73.6% | $9,451-77.5% | $6,918-69.3% |