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 | $368,998 | $95,803+285.2% | $113,168+226.1% | $84,808+335.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.33% | 25.00%-12.7pp | 24.27%-11.9pp | 40.90%-28.6pp |
| Employer contribution / active EE | $987 | $2,360-58.2% | $2,975-66.8% | $2,631-62.5% |
| Participant deferral / active EE | $8,746 | $4,242+106.2% | $5,107+71.3% | $4,212+107.7% |
| Admin fee / account holder | $16,246 | $8,989+80.7% | $12,068+34.6% | $7,344+121.2% |