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 | $429,994 | $181,894+136.4% | $156,549+174.7% | $273,961+57.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.06% | 30.74%-21.7pp | 32.23%-23.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $6,600 | $6,248+5.6% | $5,501+20.0% | $4,869+35.6% |
| Participant deferral / active EE | $23,100 | $5,550+316.2% | $4,871+374.2% | $5,287+336.9% |
| Admin fee / account holder | $792 | $15,559-94.9% | $13,027-93.9% | $10,132-92.2% |