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 | $331,561 | $148,978+122.6% | $200,582+65.3% | $84,808+291.0% |
| Participation rate | 85.7% | 84.2%+1.5pp | 86.9%-1.2pp | 68.3%+17.4pp |
| Annual return | 14.88% | 28.16%-13.3pp | 42.33%-27.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,094 | $4,815-15.0% | $6,419-36.2% | $2,631+55.6% |
| Participant deferral / active EE | $20,464 | $7,142+186.5% | $9,331+119.3% | $4,212+385.9% |
| Admin fee / account holder | $3,947 | $13,977-71.8% | $16,305-75.8% | $7,344-46.2% |