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 9-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 | $252,706 | $181,894+38.9% | $156,549+61.4% | $273,961-7.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.54% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $25,845 | $6,248+313.7% | $5,501+369.8% | $4,869+430.8% |
| Participant deferral / active EE | $15,622 | $5,550+181.5% | $4,871+220.7% | $5,287+195.5% |
| Admin fee / account holder | $508 | $15,559-96.7% | $13,027-96.1% | $10,132-95.0% |