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 | $333,730 | $138,347+141.2% | $184,203+81.2% | $80,856+312.7% |
| Participation rate | 90.6% | 83.9%+6.8pp | 86.8%+3.8pp | 67.6%+23.0pp |
| Annual return | 18.45% | 20.02%-1.6pp | 28.81%-10.4pp | 35.59%-17.1pp |
| Employer contribution / active EE | $8,333 | $4,850+71.8% | $6,427+29.7% | $2,755+202.5% |
| Participant deferral / active EE | $22,543 | $7,071+218.8% | $9,131+146.9% | $4,296+424.8% |
| Admin fee / account holder | $1,691 | $10,483-83.9% | $13,901-87.8% | $6,918-75.6% |