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 | $382,061 | $297,529+28.4% | $246,525+55.0% | $357,791+6.8% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 14.10% | -2.25%+16.3pp | 0.46%+13.6pp | 396.79%-382.7pp |
| Employer contribution / active EE | $21,916 | $8,709+151.6% | $7,467+193.5% | $7,508+191.9% |
| Participant deferral / active EE | $7,661 | $6,076+26.1% | $5,422+41.3% | $5,521+38.8% |
| Admin fee / account holder | $10,652 | $16,212-34.3% | $16,551-35.6% | $28,387-62.5% |