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 | $334,371 | $83,477+300.6% | $125,175+167.1% | $72,985+358.1% |
| Participation rate | 91.9% | 73.3%+18.6pp | 79.8%+12.2pp | 69.5%+22.4pp |
| Annual return | 18.78% | 25.78%-7.0pp | 43.79%-25.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $17,607 | $2,345+650.8% | $3,865+355.5% | $2,440+621.6% |
| Participant deferral / active EE | $1,884 | $3,585-47.5% | $4,937-61.8% | $3,607-47.8% |
| Admin fee / account holder | $9,129 | $5,517+65.5% | $9,702-5.9% | $5,124+78.2% |