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 | $298,753 | $109,413+173.1% | $156,263+91.2% | $84,808+252.3% |
| Participation rate | 77.8% | 72.7%+5.1pp | 78.9%-1.1pp | 68.3%+9.5pp |
| Annual return | 17.14% | 20.18%-3.0pp | 59.47%-42.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,855 | $2,907-1.8% | $4,333-34.1% | $2,631+8.5% |
| Participant deferral / active EE | $4,730 | $4,590+3.1% | $6,158-23.2% | $4,212+12.3% |
| Admin fee / account holder | $1,470 | $9,357-84.3% | $14,255-89.7% | $7,344-80.0% |