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 | $265,227 | $181,894+45.8% | $156,549+69.4% | $273,961-3.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.02% | 30.74%-20.7pp | 32.23%-22.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,322 | $6,248-62.8% | $5,501-57.8% | $4,869-52.3% |
| Participant deferral / active EE | $7,473 | $5,550+34.6% | $4,871+53.4% | $5,287+41.3% |
| Admin fee / account holder | $940 | $15,559-94.0% | $13,027-92.8% | $10,132-90.7% |