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 | $481,227 | $181,894+164.6% | $156,549+207.4% | $273,961+75.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.94% | 30.74%-22.8pp | 32.23%-24.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $4,003 | $6,248-35.9% | $5,501-27.2% | $4,869-17.8% |
| Participant deferral / active EE | $4,895 | $5,550-11.8% | $4,871+0.5% | $5,287-7.4% |
| Admin fee / account holder | $19,269 | $15,559+23.8% | $13,027+47.9% | $10,132+90.2% |