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 | $373,462 | $109,881+239.9% | $150,045+148.9% | $84,808+340.4% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 21.00% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $15,468 | $3,561+334.3% | $4,693+229.6% | $2,631+487.9% |
| Participant deferral / active EE | $15,474 | $6,636+133.2% | $7,997+93.5% | $4,212+267.4% |
| Admin fee / account holder | $4,534 | $8,568-47.1% | $13,435-66.3% | $7,344-38.3% |