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 | $505,970 | $181,894+178.2% | $156,549+223.2% | $273,961+84.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.66% | 30.74%-22.1pp | 32.23%-23.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $15,223 | $6,248+143.6% | $5,501+176.7% | $4,869+212.7% |
| Participant deferral / active EE | $3,442 | $5,550-38.0% | $4,871-29.3% | $5,287-34.9% |
| Admin fee / account holder | $3,042 | $15,559-80.4% | $13,027-76.6% | $10,132-70.0% |