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 | $319,587 | $95,803+233.6% | $113,168+182.4% | $84,808+276.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 19.40% | 25.00%-5.6pp | 24.27%-4.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,539 | $2,360+7.6% | $2,975-14.7% | $2,631-3.5% |
| Participant deferral / active EE | $5,716 | $4,242+34.7% | $5,107+11.9% | $4,212+35.7% |
| Admin fee / account holder | $4,520 | $8,989-49.7% | $12,068-62.5% | $7,344-38.4% |