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 | $401,891 | $80,673+398.2% | $101,326+296.6% | $84,808+373.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 20.00% | 38.95%-19.0pp | 36.82%-16.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,145 | $2,698+16.6% | $3,665-14.2% | $2,631+19.5% |
| Participant deferral / active EE | $8,104 | $6,840+18.5% | $7,994+1.4% | $4,212+92.4% |
| Admin fee / account holder | $8,965 | $12,784-29.9% | $11,185-19.9% | $7,344+22.1% |