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 | $430,864 | $110,257+290.8% | $96,544+346.3% | $139,434+209.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 22.40% | 26.32%-3.9pp | 25.84%-3.4pp | 372.94%-350.5pp |
| Employer contribution / active EE | $5,229 | $3,620+44.5% | $2,965+76.4% | $4,751+10.1% |
| Participant deferral / active EE | $11,204 | $5,548+102.0% | $4,851+131.0% | $6,710+67.0% |
| Admin fee / account holder | $2,155 | $11,591-81.4% | $8,252-73.9% | $11,403-81.1% |