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 | $270,395 | $181,894+48.7% | $156,549+72.7% | $273,961-1.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.86% | 30.74%-19.9pp | 32.23%-21.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $10,513 | $6,248+68.3% | $5,501+91.1% | $4,869+115.9% |
| Participant deferral / active EE | $11,750 | $5,550+111.7% | $4,871+141.2% | $5,287+122.2% |
| Admin fee / account holder | $2,008 | $15,559-87.1% | $13,027-84.6% | $10,132-80.2% |