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 | $271,110 | $109,881+146.7% | $150,045+80.7% | $84,808+219.7% |
| Participation rate | 89.4% | 76.1%+13.3pp | 82.3%+7.0pp | 68.3%+21.1pp |
| Annual return | 15.18% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,909 | $3,561+9.8% | $4,693-16.7% | $2,631+48.6% |
| Participant deferral / active EE | $12,831 | $6,636+93.4% | $7,997+60.4% | $4,212+204.7% |
| Admin fee / account holder | $21,558 | $8,568+151.6% | $13,435+60.5% | $7,344+193.5% |