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 | $283,512 | $97,744+190.1% | $103,476+174.0% | $145,922+94.3% |
| Participation rate | 83.3% | 81.1%+2.2pp | 80.5%+2.8pp | 80.3%+3.1pp |
| Annual return | 19.99% | 25.41%-5.4pp | 23.90%-3.9pp | 561.29%-541.3pp |
| Employer contribution / active EE | $4,598 | $4,677-1.7% | $4,672-1.6% | $4,660-1.3% |
| Participant deferral / active EE | $15,871 | $6,603+140.4% | $6,623+139.7% | $6,688+137.3% |
| Admin fee / account holder | $1,441 | $12,515-88.5% | $9,413-84.7% | $13,397-89.2% |