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 | $289,110 | $214,378+34.9% | $200,582+44.1% | $142,382+103.1% |
| Participation rate | 94.7% | 87.4%+7.3pp | 86.9%+7.9pp | 80.1%+14.6pp |
| Annual return | 14.38% | 46.41%-32.0pp | 42.33%-28.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,005 | $6,841-70.7% | $6,419-68.8% | $4,299-53.4% |
| Participant deferral / active EE | $4,946 | $9,865-49.9% | $9,331-47.0% | $6,507-24.0% |
| Admin fee / account holder | $2,964 | $17,692-83.2% | $16,305-81.8% | $12,624-76.5% |