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 | $415,176 | $148,978+178.7% | $200,582+107.0% | $84,808+389.6% |
| Participation rate | 87.1% | 84.2%+2.9pp | 86.9%+0.2pp | 68.3%+18.8pp |
| Annual return | 16.18% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $7,229 | $4,815+50.1% | $6,419+12.6% | $2,631+174.8% |
| Participant deferral / active EE | $19,542 | $7,142+173.6% | $9,331+109.4% | $4,212+364.0% |
| Admin fee / account holder | $33,883 | $13,977+142.4% | $16,305+107.8% | $7,344+361.4% |