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 | $350,938 | $106,584+229.3% | $101,326+246.3% | $142,382+146.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 14.83% | 36.93%-22.1pp | 36.82%-22.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,967 | $3,956-25.0% | $3,665-19.0% | $4,299-31.0% |
| Participant deferral / active EE | $23,460 | $8,297+182.8% | $7,994+193.5% | $6,507+260.5% |
| Admin fee / account holder | $12,146 | $11,446+6.1% | $11,185+8.6% | $12,624-3.8% |