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 | $306,385 | $181,894+68.4% | $156,549+95.7% | $273,961+11.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.01% | 30.74%-21.7pp | 32.23%-23.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $23,246 | $6,248+272.1% | $5,501+322.6% | $4,869+377.5% |
| Participant deferral / active EE | $9,739 | $5,550+75.5% | $4,871+99.9% | $5,287+84.2% |
| Admin fee / account holder | $40,683 | $15,559+161.5% | $13,027+212.3% | $10,132+301.5% |