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 | $386,161 | $109,881+251.4% | $150,045+157.4% | $84,808+355.3% |
| Participation rate | 80.6% | 76.1%+4.6pp | 82.3%-1.7pp | 68.3%+12.3pp |
| Annual return | 30.04% | 28.25%+1.8pp | 62.55%-32.5pp | 40.90%-10.9pp |
| Employer contribution / active EE | $4,871 | $3,561+36.8% | $4,693+3.8% | $2,631+85.2% |
| Participant deferral / active EE | $12,182 | $6,636+83.6% | $7,997+52.3% | $4,212+189.3% |
| Admin fee / account holder | $40,933 | $8,568+377.7% | $13,435+204.7% | $7,344+457.4% |