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 | $452,482 | $181,894+148.8% | $156,549+189.0% | $273,961+65.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.57% | 30.74%-20.2pp | 32.23%-21.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $19,871 | $6,248+218.0% | $5,501+261.2% | $4,869+308.1% |
| Participant deferral / active EE | $15,962 | $5,550+187.6% | $4,871+227.7% | $5,287+201.9% |
| Admin fee / account holder | $969 | $15,559-93.8% | $13,027-92.6% | $10,132-90.4% |