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 | $502,116 | $73,867+579.8% | $143,757+249.3% | $68,494+633.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 5.23% | 1.01%+4.2pp | -0.04%+5.3pp | -7.84%+13.1pp |
| Employer contribution / active EE | $2,153 | $3,184-32.4% | $4,951-56.5% | $2,596-17.1% |
| Participant deferral / active EE | $4,602 | $3,384+36.0% | $5,637-18.4% | $4,027+14.3% |
| Admin fee / account holder | $18,878 | $5,755+228.1% | $14,673+28.7% | $5,403+249.4% |