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 | $281,018 | $181,894+54.5% | $156,549+79.5% | $273,961+2.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.20% | 30.74%-22.5pp | 32.23%-24.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $10,593 | $6,248+69.6% | $5,501+92.6% | $4,869+117.6% |
| Participant deferral / active EE | $6,706 | $5,550+20.8% | $4,871+37.7% | $5,287+26.8% |
| Admin fee / account holder | $3,714 | $15,559-76.1% | $13,027-71.5% | $10,132-63.3% |