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 | $426,362 | $81,460+423.4% | $103,333+312.6% | $80,856+427.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.04% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $13,849 | $3,105+346.0% | $3,868+258.0% | $2,755+402.7% |
| Participant deferral / active EE | $5,264 | $3,869+36.1% | $5,057+4.1% | $4,296+22.5% |
| Admin fee / account holder | $8,292 | $6,566+26.3% | $8,355-0.8% | $6,918+19.9% |