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 | $298,169 | $109,881+171.4% | $150,045+98.7% | $84,808+251.6% |
| Participation rate | 94.7% | 76.1%+18.7pp | 82.3%+12.4pp | 68.3%+26.4pp |
| Annual return | 16.65% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,942 | $3,561+10.7% | $4,693-16.0% | $2,631+49.8% |
| Participant deferral / active EE | $12,724 | $6,636+91.7% | $7,997+59.1% | $4,212+202.1% |
| Admin fee / account holder | $4,678 | $8,568-45.4% | $13,435-65.2% | $7,344-36.3% |