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 | $377,265 | $148,978+153.2% | $200,582+88.1% | $84,808+344.8% |
| Participation rate | 93.6% | 84.2%+9.4pp | 86.9%+6.7pp | 68.3%+25.3pp |
| Annual return | 14.89% | 28.16%-13.3pp | 42.33%-27.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,822 | $4,815+0.1% | $6,419-24.9% | $2,631+83.3% |
| Participant deferral / active EE | $9,921 | $7,142+38.9% | $9,331+6.3% | $4,212+135.6% |
| Admin fee / account holder | $39,502 | $13,977+182.6% | $16,305+142.3% | $7,344+437.9% |