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 | $285,061 | $117,983+141.6% | $101,794+180.0% | $142,382+100.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 13.81% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,278 | $2,773+18.2% | $2,289+43.2% | $4,299-23.7% |
| Participant deferral / active EE | $9,579 | $4,714+103.2% | $4,084+134.6% | $6,507+47.2% |
| Admin fee / account holder | $1,291 | $10,433-87.6% | $8,777-85.3% | $12,624-89.8% |