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 | $544,951 | $148,978+265.8% | $200,582+171.7% | $84,808+542.6% |
| Participation rate | 94.6% | 84.2%+10.4pp | 86.9%+7.7pp | 68.3%+26.3pp |
| Annual return | 17.34% | 28.16%-10.8pp | 42.33%-25.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,546 | $4,815-47.1% | $6,419-60.3% | $2,631-3.2% |
| Participant deferral / active EE | $13,110 | $7,142+83.6% | $9,331+40.5% | $4,212+211.3% |
| Admin fee / account holder | $2,558 | $13,977-81.7% | $16,305-84.3% | $7,344-65.2% |