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 | $265,142 | $72,012+268.2% | $185,823+42.7% | $79,858+232.0% |
| Participation rate | 82.8% | 65.8%+17.0pp | 78.0%+4.7pp | 69.6%+13.1pp |
| Annual return | 15.04% | 23.12%-8.1pp | 35.95%-20.9pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,920 | $1,965+99.5% | $4,087-4.1% | $2,471+58.6% |
| Participant deferral / active EE | $9,454 | $3,779+150.2% | $5,632+67.9% | $3,740+152.8% |
| Admin fee / account holder | $487 | $4,513-89.2% | $9,500-94.9% | $5,306-90.8% |