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 | $250,966 | $159,602+57.2% | $150,045+67.3% | $142,382+76.3% |
| Participation rate | 87.0% | 84.0%+3.0pp | 82.3%+4.6pp | 80.1%+6.8pp |
| Annual return | 19.69% | 70.24%-50.5pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $6,715 | $4,961+35.4% | $4,693+43.1% | $4,299+56.2% |
| Participant deferral / active EE | $6,381 | $8,310-23.2% | $7,997-20.2% | $6,507-1.9% |
| Admin fee / account holder | $2,804 | $14,846-81.1% | $13,435-79.1% | $12,624-77.8% |