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 | $262,674 | $181,894+44.4% | $156,549+67.8% | $273,961-4.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.09% | 30.74%-22.7pp | 32.23%-24.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,727 | $6,248-56.4% | $5,501-50.4% | $4,869-44.0% |
| Participant deferral / active EE | $6,845 | $5,550+23.3% | $4,871+40.5% | $5,287+29.5% |
| Admin fee / account holder | $1,328 | $15,559-91.5% | $13,027-89.8% | $10,132-86.9% |