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 | $410,765 | $106,584+285.4% | $101,326+305.4% | $142,382+188.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.74% | 36.93%-24.2pp | 36.82%-24.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $19,750 | $3,956+399.3% | $3,665+438.8% | $4,299+359.4% |
| Participant deferral / active EE | $6,356 | $8,297-23.4% | $7,994-20.5% | $6,507-2.3% |
| Admin fee / account holder | $18,896 | $11,446+65.1% | $11,185+68.9% | $12,624+49.7% |