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 | $348,108 | $228,332+52.5% | $185,823+87.3% | $158,922+119.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.25% | 40.80%-22.6pp | 35.95%-17.7pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,671 | $4,967-66.4% | $4,087-59.1% | $4,761-64.9% |
| Participant deferral / active EE | $2,340 | $6,415-63.5% | $5,632-58.5% | $5,982-60.9% |
| Admin fee / account holder | $3,989 | $11,864-66.4% | $9,500-58.0% | $11,246-64.5% |