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 | $265,779 | $86,929+205.7% | $102,423+159.5% | $80,856+228.7% |
| Participation rate | 91.0% | 72.4%+18.7pp | 76.5%+14.6pp | 67.6%+23.4pp |
| Annual return | 15.99% | 18.88%-2.9pp | 29.32%-13.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $4,391 | $2,369+85.3% | $3,023+45.2% | $2,755+59.4% |
| Participant deferral / active EE | $9,869 | $4,118+139.6% | $5,053+95.3% | $4,296+129.7% |
| Admin fee / account holder | $23,047 | $8,049+186.3% | $9,451+143.9% | $6,918+233.1% |