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 | $356,871 | $148,978+139.5% | $200,582+77.9% | $84,808+320.8% |
| Participation rate | 88.5% | 84.2%+4.2pp | 86.9%+1.6pp | 68.3%+20.2pp |
| Annual return | 21.88% | 28.16%-6.3pp | 42.33%-20.5pp | 40.90%-19.0pp |
| Employer contribution / active EE | $5,012 | $4,815+4.1% | $6,419-21.9% | $2,631+90.5% |
| Participant deferral / active EE | $10,646 | $7,142+49.1% | $9,331+14.1% | $4,212+152.8% |
| Admin fee / account holder | $416 | $13,977-97.0% | $16,305-97.4% | $7,344-94.3% |