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 | $288,777 | $148,978+93.8% | $200,582+44.0% | $84,808+240.5% |
| Participation rate | 97.8% | 84.2%+13.6pp | 86.9%+10.9pp | 68.3%+29.5pp |
| Annual return | 15.03% | 28.16%-13.1pp | 42.33%-27.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,761 | $4,815-1.1% | $6,419-25.8% | $2,631+81.0% |
| Participant deferral / active EE | $10,503 | $7,142+47.1% | $9,331+12.6% | $4,212+149.4% |
| Admin fee / account holder | $11,864 | $13,977-15.1% | $16,305-27.2% | $7,344+61.5% |