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 | $303,046 | $153,772+97.1% | $133,980+126.2% | $273,961+10.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.20% | 36.51%-23.3pp | 29.30%-16.1pp | 41.45%-28.3pp |
| Employer contribution / active EE | $4,746 | $6,029-21.3% | $5,211-8.9% | $4,869-2.5% |
| Participant deferral / active EE | $10,563 | $6,958+51.8% | $6,282+68.1% | $5,287+99.8% |
| Admin fee / account holder | $19,915 | $11,765+69.3% | $9,324+113.6% | $10,132+96.6% |