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 | $281,130 | $185,822+51.3% | $169,993+65.4% | $139,434+101.6% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 24.69% | 60.50%-35.8pp | 53.37%-28.7pp | 372.94%-348.3pp |
| Employer contribution / active EE | $5,369 | $7,590-29.3% | $6,785-20.9% | $4,751+13.0% |
| Participant deferral / active EE | $14,743 | $11,622+26.9% | $10,408+41.7% | $6,710+119.7% |
| Admin fee / account holder | $366 | $15,381-97.6% | $12,815-97.1% | $11,403-96.8% |