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 | $318,097 | $148,978+113.5% | $200,582+58.6% | $84,808+275.1% |
| Participation rate | 83.7% | 84.2%-0.6pp | 86.9%-3.2pp | 68.3%+15.4pp |
| Annual return | 36.77% | 28.16%+8.6pp | 42.33%-5.6pp | 40.90%-4.1pp |
| Employer contribution / active EE | $9,320 | $4,815+93.6% | $6,419+45.2% | $2,631+254.2% |
| Participant deferral / active EE | $7,161 | $7,142+0.3% | $9,331-23.3% | $4,212+70.0% |
| Admin fee / account holder | $15,320 | $13,977+9.6% | $16,305-6.0% | $7,344+108.6% |