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 | $713,178 | $167,484+325.8% | $151,611+370.4% | $134,475+430.3% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -1.05% | 7.80%-8.9pp | 3.33%-4.4pp | 417.96%-419.0pp |
| Employer contribution / active EE | $8,400 | $6,829+23.0% | $6,166+36.2% | $4,740+77.2% |
| Participant deferral / active EE | $17,249 | $8,986+92.0% | $8,363+106.2% | $6,400+169.5% |
| Admin fee / account holder | $12,741 | $13,783-7.6% | $11,616+9.7% | $11,426+11.5% |