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 9-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 | $304,538 | $228,332+33.4% | $185,823+63.9% | $158,922+91.6% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 40.09% | 40.80%-0.7pp | 35.95%+4.1pp | 302.83%-262.7pp |
| Employer contribution / active EE | $2,512 | $4,967-49.4% | $4,087-38.5% | $4,761-47.2% |
| Participant deferral / active EE | $11,544 | $6,415+80.0% | $5,632+105.0% | $5,982+93.0% |
| Admin fee / account holder | $3,676 | $11,864-69.0% | $9,500-61.3% | $11,246-67.3% |