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 | $364,403 | $138,347+163.4% | $184,203+97.8% | $80,856+350.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.80% | 20.02%-5.2pp | 28.81%-14.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $7,063 | $4,850+45.6% | $6,427+9.9% | $2,755+156.4% |
| Participant deferral / active EE | $10,575 | $7,071+49.6% | $9,131+15.8% | $4,296+146.2% |
| Admin fee / account holder | $6,573 | $10,483-37.3% | $13,901-52.7% | $6,918-5.0% |