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 | $474,379 | $148,978+218.4% | $200,582+136.5% | $84,808+459.4% |
| Participation rate | 83.3% | 84.2%-0.9pp | 86.9%-3.6pp | 68.3%+15.0pp |
| Annual return | 22.40% | 28.16%-5.8pp | 42.33%-19.9pp | 40.90%-18.5pp |
| Employer contribution / active EE | $2,453 | $4,815-49.1% | $6,419-61.8% | $2,631-6.8% |
| Participant deferral / active EE | $7,651 | $7,142+7.1% | $9,331-18.0% | $4,212+81.7% |
| Admin fee / account holder | $13,593 | $13,977-2.7% | $16,305-16.6% | $7,344+85.1% |