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 | $354,019 | $95,803+269.5% | $113,168+212.8% | $84,808+317.4% |
| Participation rate | 87.1% | 72.9%+14.2pp | 76.6%+10.5pp | 68.3%+18.8pp |
| Annual return | 18.64% | 25.00%-6.4pp | 24.27%-5.6pp | 40.90%-22.3pp |
| Employer contribution / active EE | $4,880 | $2,360+106.8% | $2,975+64.0% | $2,631+85.5% |
| Participant deferral / active EE | $12,476 | $4,242+194.1% | $5,107+144.3% | $4,212+196.2% |
| Admin fee / account holder | $11,007 | $8,989+22.4% | $12,068-8.8% | $7,344+49.9% |