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 7-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 | $292,331 | $106,584+174.3% | $101,326+188.5% | $142,382+105.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 18.28% | 36.93%-18.6pp | 36.82%-18.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,436 | $3,956-38.4% | $3,665-33.5% | $4,299-43.3% |
| Participant deferral / active EE | $14,039 | $8,297+69.2% | $7,994+75.6% | $6,507+115.7% |
| Admin fee / account holder | $1,643 | $11,446-85.6% | $11,185-85.3% | $12,624-87.0% |