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 | $266,605 | $179,726+48.3% | $156,263+70.6% | $142,382+87.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.35% | 77.86%-65.5pp | 59.47%-47.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,097 | $5,069-38.9% | $4,333-28.5% | $4,299-28.0% |
| Participant deferral / active EE | $7,400 | $6,956+6.4% | $6,158+20.2% | $6,507+13.7% |
| Admin fee / account holder | $17,709 | $17,272+2.5% | $14,255+24.2% | $12,624+40.3% |