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 | $399,957 | $153,772+160.1% | $133,980+198.5% | $273,961+46.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.21% | 36.51%-29.3pp | 29.30%-22.1pp | 41.45%-34.2pp |
| Employer contribution / active EE | $6,594 | $6,029+9.4% | $5,211+26.5% | $4,869+35.4% |
| Participant deferral / active EE | $6,000 | $6,958-13.8% | $6,282-4.5% | $5,287+13.5% |
| Admin fee / account holder | $2,137 | $11,765-81.8% | $9,324-77.1% | $10,132-78.9% |