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 | $516,352 | $167,484+208.3% | $151,611+240.6% | $134,475+284.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.83% | 7.80%-7.0pp | 3.33%-2.5pp | 417.96%-417.1pp |
| Employer contribution / active EE | $10,935 | $6,829+60.1% | $6,166+77.3% | $4,740+130.7% |
| Participant deferral / active EE | $8,255 | $8,986-8.1% | $8,363-1.3% | $6,400+29.0% |
| Admin fee / account holder | $13,726 | $13,783-0.4% | $11,616+18.2% | $11,426+20.1% |