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 | $528,690 | $181,894+190.7% | $156,549+237.7% | $273,961+93.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.37% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $28,802 | $6,248+361.0% | $5,501+423.6% | $4,869+491.6% |
| Participant deferral / active EE | $11,889 | $5,550+114.2% | $4,871+144.1% | $5,287+124.9% |
| Admin fee / account holder | $9,632 | $15,559-38.1% | $13,027-26.1% | $10,132-4.9% |