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 | $277,796 | $58,512+374.8% | $84,015+230.7% | $72,985+280.6% |
| Participation rate | 92.0% | 61.2%+30.8pp | 69.0%+23.0pp | 69.5%+22.5pp |
| Annual return | 25.43% | 28.93%-3.5pp | 71.31%-45.9pp | 81.00%-55.6pp |
| Employer contribution / active EE | $3,396 | $1,163+192.0% | $1,983+71.2% | $2,440+39.2% |
| Participant deferral / active EE | $8,454 | $2,394+253.2% | $3,239+161.0% | $3,607+134.4% |
| Admin fee / account holder | $14,959 | $4,569+227.4% | $6,101+145.2% | $5,124+191.9% |