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 | $292,593 | $135,952+115.2% | $123,892+136.2% | $273,961+6.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.92% | 56.63%-52.7pp | 47.52%-43.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $5,908 | $5,170+14.3% | $4,617+28.0% | $4,869+21.3% |
| Participant deferral / active EE | $15,532 | $6,343+144.9% | $5,984+159.5% | $5,287+193.8% |
| Admin fee / account holder | $21,457 | $9,817+118.6% | $8,357+156.8% | $10,132+111.8% |