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 | $273,334 | $95,803+185.3% | $113,168+141.5% | $84,808+222.3% |
| Participation rate | 90.2% | 72.9%+17.3pp | 76.6%+13.6pp | 68.3%+21.9pp |
| Annual return | 15.13% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,019 | $2,360+112.7% | $2,975+68.7% | $2,631+90.8% |
| Participant deferral / active EE | $7,427 | $4,242+75.1% | $5,107+45.4% | $4,212+76.4% |
| Admin fee / account holder | $21,912 | $8,989+143.8% | $12,068+81.6% | $7,344+198.4% |