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 | $267,743 | $71,829+272.8% | $69,780+283.7% | $142,382+88.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 14.53% | 31.01%-16.5pp | 26.31%-11.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,302 | $4,385-1.9% | $4,168+3.2% | $4,299+0.1% |
| Participant deferral / active EE | $15,859 | $6,819+132.6% | $6,164+157.3% | $6,507+143.7% |
| Admin fee / account holder | $36,909 | $7,818+372.1% | $7,285+406.6% | $12,624+192.4% |