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 | $286,580 | $132,239+116.7% | $105,722+171.1% | $273,961+4.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.38% | 10.07%-2.7pp | 12.25%-4.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,894 | $4,867-40.5% | $4,079-29.1% | $4,869-40.6% |
| Participant deferral / active EE | $7,946 | $6,233+27.5% | $5,326+49.2% | $5,287+50.3% |
| Admin fee / account holder | $1,707 | $12,032-85.8% | $8,308-79.5% | $10,132-83.2% |