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 | $351,583 | $148,978+136.0% | $200,582+75.3% | $84,808+314.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 22.66% | 28.16%-5.5pp | 42.33%-19.7pp | 40.90%-18.2pp |
| Employer contribution / active EE | $3,724 | $4,815-22.7% | $6,419-42.0% | $2,631+41.6% |
| Participant deferral / active EE | $13,456 | $7,142+88.4% | $9,331+44.2% | $4,212+219.5% |
| Admin fee / account holder | $5,325 | $13,977-61.9% | $16,305-67.3% | $7,344-27.5% |