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 | $309,384 | $214,378+44.3% | $200,582+54.2% | $142,382+117.3% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 14.73% | 46.41%-31.7pp | 42.33%-27.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $9,329 | $6,841+36.4% | $6,419+45.3% | $4,299+117.0% |
| Participant deferral / active EE | $15,332 | $9,865+55.4% | $9,331+64.3% | $6,507+135.6% |
| Admin fee / account holder | $19,514 | $17,692+10.3% | $16,305+19.7% | $12,624+54.6% |