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 | $252,638 | $104,251+142.3% | $91,001+177.6% | $147,584+71.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.54% | 27.06%-14.5pp | 4.60%+7.9pp | 578.55%-566.0pp |
| Employer contribution / active EE | $3,227 | $3,116+3.6% | $2,456+31.4% | $4,876-33.8% |
| Participant deferral / active EE | $9,764 | $4,195+132.7% | $3,547+175.2% | $5,439+79.5% |
| Admin fee / account holder | $1,071 | $8,948-88.0% | $5,417-80.2% | $10,885-90.2% |