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 | $684,313 | $153,772+345.0% | $133,980+410.8% | $273,961+149.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.06% | 36.51%-22.4pp | 29.30%-15.2pp | 41.45%-27.4pp |
| Employer contribution / active EE | $1,659 | $6,029-72.5% | $5,211-68.2% | $4,869-65.9% |
| Participant deferral / active EE | $5,356 | $6,958-23.0% | $6,282-14.7% | $5,287+1.3% |
| Admin fee / account holder | $21,495 | $11,765+82.7% | $9,324+130.5% | $10,132+112.1% |