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 | $290,910 | $171,164+70.0% | $127,761+127.7% | $152,861+90.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 23.32% | 23.54%-0.2pp | 26.14%-2.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $6,640 | $5,447+21.9% | $4,574+45.2% | $4,762+39.4% |
| Participant deferral / active EE | $6,682 | $7,038-5.1% | $6,021+11.0% | $5,850+14.2% |
| Admin fee / account holder | $5,295 | $14,530-63.6% | $9,395-43.6% | $11,596-54.3% |