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 | $298,770 | $117,983+153.2% | $101,794+193.5% | $142,382+109.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 12.29% | 36.92%-24.6pp | 30.53%-18.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,658 | $2,773+31.9% | $2,289+59.8% | $4,299-14.9% |
| Participant deferral / active EE | $6,205 | $4,714+31.6% | $4,084+51.9% | $6,507-4.6% |
| Admin fee / account holder | $11,910 | $10,433+14.2% | $8,777+35.7% | $12,624-5.7% |