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 | $504,515 | $153,772+228.1% | $133,980+276.6% | $273,961+84.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.34% | 36.51%-30.2pp | 29.30%-23.0pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,613 | $6,029-56.7% | $5,211-49.9% | $4,869-46.3% |
| Participant deferral / active EE | $8,200 | $6,958+17.8% | $6,282+30.5% | $5,287+55.1% |
| Admin fee / account holder | $12,332 | $11,765+4.8% | $9,324+32.3% | $10,132+21.7% |