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 | $362,763 | $138,347+162.2% | $184,203+96.9% | $80,856+348.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.39% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $12,428 | $4,850+156.2% | $6,427+93.4% | $2,755+351.2% |
| Participant deferral / active EE | $16,130 | $7,071+128.1% | $9,131+76.6% | $4,296+275.5% |
| Admin fee / account holder | $4,339 | $10,483-58.6% | $13,901-68.8% | $6,918-37.3% |