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 | $274,430 | $181,894+50.9% | $156,549+75.3% | $273,961+0.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.42% | 30.74%-16.3pp | 32.23%-17.8pp | 41.45%-27.0pp |
| Employer contribution / active EE | $5,465 | $6,248-12.5% | $5,501-0.7% | $4,869+12.3% |
| Participant deferral / active EE | $13,900 | $5,550+150.5% | $4,871+185.4% | $5,287+162.9% |
| Admin fee / account holder | $71,514 | $15,559+359.6% | $13,027+449.0% | $10,132+605.8% |