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 | $351,893 | $99,341+254.2% | $84,750+315.2% | $273,961+28.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.56% | 22.93%-16.4pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $21,121 | $4,214+401.2% | $3,574+490.9% | $4,869+333.8% |
| Participant deferral / active EE | $14,925 | $4,269+249.6% | $3,712+302.1% | $5,287+182.3% |
| Admin fee / account holder | $2,322 | $6,644-65.1% | $5,332-56.5% | $10,132-77.1% |