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 | $352,692 | $106,584+230.9% | $101,326+248.1% | $142,382+147.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.23% | 36.93%-22.7pp | 36.82%-22.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,606 | $3,956-8.8% | $3,665-1.6% | $4,299-16.1% |
| Participant deferral / active EE | $16,575 | $8,297+99.8% | $7,994+107.3% | $6,507+154.7% |
| Admin fee / account holder | $3,756 | $11,446-67.2% | $11,185-66.4% | $12,624-70.2% |