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 | $352,618 | $106,584+230.8% | $101,326+248.0% | $142,382+147.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.66% | 36.93%-22.3pp | 36.82%-22.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $6,212 | $3,956+57.0% | $3,665+69.5% | $4,299+44.5% |
| Participant deferral / active EE | $9,078 | $8,297+9.4% | $7,994+13.6% | $6,507+39.5% |
| Admin fee / account holder | $6,304 | $11,446-44.9% | $11,185-43.6% | $12,624-50.1% |