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 | $320,740 | $138,347+131.8% | $184,203+74.1% | $80,856+296.7% |
| Participation rate | 89.7% | 83.9%+5.9pp | 86.8%+2.9pp | 67.6%+22.1pp |
| Annual return | 17.64% | 20.02%-2.4pp | 28.81%-11.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $7,887 | $4,850+62.6% | $6,427+22.7% | $2,755+186.3% |
| Participant deferral / active EE | $15,935 | $7,071+125.4% | $9,131+74.5% | $4,296+270.9% |
| Admin fee / account holder | $1,142 | $10,483-89.1% | $13,901-91.8% | $6,918-83.5% |