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 | $425,168 | $125,758+238.1% | $169,993+150.1% | $75,163+465.7% |
| Participation rate | 84.4% | 83.6%+0.8pp | 87.0%-2.6pp | 67.2%+17.2pp |
| Annual return | 19.05% | 27.20%-8.1pp | 53.37%-34.3pp | 160.62%-141.6pp |
| Employer contribution / active EE | $40,106 | $4,615+769.1% | $6,785+491.1% | $2,670+1402.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,335 | $8,173-83.7% | $12,815-89.6% | $5,651-76.4% |