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 | $313,559 | $116,175+169.9% | $93,606+235.0% | $152,861+105.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 17.74% | 35.96%-18.2pp | 32.76%-15.0pp | 345.32%-327.6pp |
| Employer contribution / active EE | $4,797 | $3,218+49.1% | $2,718+76.5% | $4,762+0.7% |
| Participant deferral / active EE | $6,533 | $4,603+41.9% | $4,069+60.6% | $5,850+11.7% |
| Admin fee / account holder | $12,286 | $10,748+14.3% | $7,888+55.8% | $11,596+5.9% |