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 | $325,129 | $99,341+227.3% | $84,750+283.6% | $273,961+18.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.67% | 22.93%-15.3pp | 22.78%-15.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $11,115 | $4,214+163.8% | $3,574+211.0% | $4,869+128.3% |
| Participant deferral / active EE | $12,211 | $4,269+186.0% | $3,712+229.0% | $5,287+131.0% |
| Admin fee / account holder | $27,980 | $6,644+321.1% | $5,332+424.7% | $10,132+176.2% |