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 | $320,183 | $153,772+108.2% | $133,980+139.0% | $273,961+16.9% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 7.29% | 36.51%-29.2pp | 29.30%-22.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $5,455 | $6,029-9.5% | $5,211+4.7% | $4,869+12.0% |
| Participant deferral / active EE | $15,005 | $6,958+115.6% | $6,282+138.9% | $5,287+183.8% |
| Admin fee / account holder | $3,585 | $11,765-69.5% | $9,324-61.6% | $10,132-64.6% |