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 | $258,576 | $116,175+122.6% | $93,606+176.2% | $152,861+69.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.74% | 35.96%-17.2pp | 32.76%-14.0pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,909 | $3,218-40.7% | $2,718-29.8% | $4,762-59.9% |
| Participant deferral / active EE | $3,922 | $4,603-14.8% | $4,069-3.6% | $5,850-33.0% |
| Admin fee / account holder | $4,948 | $10,748-54.0% | $7,888-37.3% | $11,596-57.3% |