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 | $412,508 | $135,952+203.4% | $123,892+233.0% | $273,961+50.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.93% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $5,235 | $5,170+1.3% | $4,617+13.4% | $4,869+7.5% |
| Participant deferral / active EE | $4,119 | $6,343-35.1% | $5,984-31.2% | $5,287-22.1% |
| Admin fee / account holder | $13,294 | $9,817+35.4% | $8,357+59.1% | $10,132+31.2% |