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 | $308,697 | $153,772+100.8% | $133,980+130.4% | $273,961+12.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.40% | 36.51%-30.1pp | 29.30%-22.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $13,549 | $6,029+124.7% | $5,211+160.0% | $4,869+178.3% |
| Participant deferral / active EE | $9,897 | $6,958+42.2% | $6,282+57.6% | $5,287+87.2% |
| Admin fee / account holder | $700 | $11,765-94.0% | $9,324-92.5% | $10,132-93.1% |