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 | $258,588 | $181,894+42.2% | $156,549+65.2% | $273,961-5.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.10% | 30.74%-18.6pp | 32.23%-20.1pp | 41.45%-29.4pp |
| Employer contribution / active EE | $10,521 | $6,248+68.4% | $5,501+91.2% | $4,869+116.1% |
| Participant deferral / active EE | $6,299 | $5,550+13.5% | $4,871+29.3% | $5,287+19.1% |
| Admin fee / account holder | $459 | $15,559-97.0% | $13,027-96.5% | $10,132-95.5% |