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 | $381,777 | $140,578+171.6% | $100,671+279.2% | $125,391+204.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 5.20% | 24.67%-19.5pp | 20.43%-15.2pp | 282.22%-277.0pp |
| Employer contribution / active EE | $845 | $5,965-85.8% | $4,012-78.9% | $4,866-82.6% |
| Participant deferral / active EE | $1,304 | $3,981-67.2% | $3,144-58.5% | $5,352-75.6% |
| Admin fee / account holder | $2,979 | $6,716-55.6% | $4,850-38.6% | $9,540-68.8% |