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 | $455,936 | $181,894+150.7% | $156,549+191.2% | $273,961+66.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.46% | 30.74%-25.3pp | 32.23%-26.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $19,635 | $6,248+214.3% | $5,501+256.9% | $4,869+303.3% |
| Participant deferral / active EE | $3,185 | $5,550-42.6% | $4,871-34.6% | $5,287-39.8% |
| Admin fee / account holder | $30,161 | $15,559+93.8% | $13,027+131.5% | $10,132+197.7% |