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 | $428,203 | $181,894+135.4% | $156,549+173.5% | $273,961+56.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.21% | 30.74%-25.5pp | 32.23%-27.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $21,199 | $6,248+239.3% | $5,501+285.4% | $4,869+335.4% |
| Participant deferral / active EE | $14,573 | $5,550+162.6% | $4,871+199.2% | $5,287+175.6% |
| Admin fee / account holder | $24,622 | $15,559+58.2% | $13,027+89.0% | $10,132+143.0% |