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 | $283,155 | $71,050+298.5% | $93,606+202.5% | $80,856+250.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 12.59% | 11.26%+1.3pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $5,228 | $1,564+234.3% | $2,420+116.1% | $2,755+89.8% |
| Participant deferral / active EE | $9,699 | $4,034+140.5% | $4,411+119.9% | $4,296+125.8% |
| Admin fee / account holder | $7,413 | $6,945+6.7% | $8,285-10.5% | $6,918+7.2% |