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 | $268,455 | $181,894+47.6% | $156,549+71.5% | $273,961-2.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.63% | 30.74%-20.1pp | 32.23%-21.6pp | 41.45%-30.8pp |
| Employer contribution / active EE | $9,447 | $6,248+51.2% | $5,501+71.7% | $4,869+94.0% |
| Participant deferral / active EE | $10,544 | $5,550+90.0% | $4,871+116.5% | $5,287+99.4% |
| Admin fee / account holder | $2,095 | $15,559-86.5% | $13,027-83.9% | $10,132-79.3% |