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 | $482,606 | $181,894+165.3% | $156,549+208.3% | $273,961+76.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.64% | 30.74%-25.1pp | 32.23%-26.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $8,788 | $6,248+40.7% | $5,501+59.8% | $4,869+80.5% |
| Participant deferral / active EE | $7,482 | $5,550+34.8% | $4,871+53.6% | $5,287+41.5% |
| Admin fee / account holder | $3,125 | $15,559-79.9% | $13,027-76.0% | $10,132-69.2% |