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 | $362,832 | $77,503+368.2% | $100,391+261.4% | $80,856+348.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 26.12% | 37.20%-11.1pp | 49.20%-23.1pp | 35.59%-9.5pp |
| Employer contribution / active EE | $3,780 | $2,801+35.0% | $3,942-4.1% | $2,755+37.2% |
| Participant deferral / active EE | $9,849 | $6,820+44.4% | $8,082+21.9% | $4,296+129.3% |
| Admin fee / account holder | $16,693 | $5,897+183.1% | $7,899+111.3% | $6,918+141.3% |