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 6-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 | $350,354 | $80,717+334.1% | $154,803+126.3% | $84,808+313.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 21.30% | 37.96%-16.7pp | 58.88%-37.6pp | 40.90%-19.6pp |
| Employer contribution / active EE | $44,705 | $2,761+1519.0% | $4,305+938.3% | $2,631+1599.2% |
| Participant deferral / active EE | $28,164 | $3,303+752.6% | $5,540+408.3% | $4,212+568.7% |
| Admin fee / account holder | $12,715 | $6,746+88.5% | $14,329-11.3% | $7,344+73.1% |