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 | $349,674 | $153,772+127.4% | $133,980+161.0% | $273,961+27.6% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.1%+2.4pp | 83.0%+6.5pp |
| Annual return | 10.41% | 36.51%-26.1pp | 29.30%-18.9pp | 41.45%-31.0pp |
| Employer contribution / active EE | $8,844 | $6,029+46.7% | $5,211+69.7% | $4,869+81.6% |
| Participant deferral / active EE | $13,116 | $6,958+88.5% | $6,282+108.8% | $5,287+148.1% |
| Admin fee / account holder | $2,208 | $11,765-81.2% | $9,324-76.3% | $10,132-78.2% |