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 | $358,635 | $109,413+227.8% | $156,263+129.5% | $84,808+322.9% |
| Participation rate | 78.0% | 72.7%+5.3pp | 78.9%-0.9pp | 68.3%+9.7pp |
| Annual return | 17.79% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,848 | $2,907-2.0% | $4,333-34.3% | $2,631+8.2% |
| Participant deferral / active EE | $7,792 | $4,590+69.8% | $6,158+26.5% | $4,212+85.0% |
| Admin fee / account holder | $8,795 | $9,357-6.0% | $14,255-38.3% | $7,344+19.8% |