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 | $260,172 | $88,707+193.3% | $74,183+250.7% | $273,961-5.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.28% | 11.94%-1.7pp | 17.74%-7.5pp | 41.45%-31.2pp |
| Employer contribution / active EE | $5,897 | $3,159+86.7% | $2,370+148.8% | $4,869+21.1% |
| Participant deferral / active EE | $6,672 | $4,212+58.4% | $3,550+88.0% | $5,287+26.2% |
| Admin fee / account holder | $7,758 | $8,717-11.0% | $5,586+38.9% | $10,132-23.4% |