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 | $488,184 | $181,894+168.4% | $156,549+211.8% | $273,961+78.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.74% | 30.74%-26.0pp | 32.23%-27.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $6,161 | $6,248-1.4% | $5,501+12.0% | $4,869+26.5% |
| Participant deferral / active EE | $9,621 | $5,550+73.4% | $4,871+97.5% | $5,287+82.0% |
| Admin fee / account holder | $8,889 | $15,559-42.9% | $13,027-31.8% | $10,132-12.3% |