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 | $271,223 | $138,562+95.7% | $246,525+10.0% | $116,875+132.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.0%+18.0pp | 74.5%+25.5pp |
| Annual return | 13.40% | 16.14%-2.7pp | 0.46%+12.9pp | 16.29%-2.9pp |
| Employer contribution / active EE | $2,393 | $4,835-50.5% | $7,467-68.0% | $3,288-27.2% |
| Participant deferral / active EE | $4,667 | $4,207+10.9% | $5,422-13.9% | $3,885+20.1% |
| Admin fee / account holder | $11,588 | $18,110-36.0% | $16,551-30.0% | $12,263-5.5% |