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 | $259,632 | $118,450+119.2% | $98,439+163.7% | $139,434+86.2% |
| Participation rate | 90.5% | 77.4%+13.0pp | 75.2%+15.3pp | 80.3%+10.2pp |
| Annual return | 17.30% | 18.94%-1.6pp | 21.16%-3.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,896 | $3,609-19.8% | $3,048-5.0% | $4,751-39.0% |
| Participant deferral / active EE | $9,073 | $5,392+68.3% | $4,738+91.5% | $6,710+35.2% |
| Admin fee / account holder | $4,008 | $14,026-71.4% | $8,948-55.2% | $11,403-64.8% |