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 | $521,787 | $138,347+277.2% | $184,203+183.3% | $80,856+545.3% |
| Participation rate | 89.7% | 83.9%+5.8pp | 86.8%+2.8pp | 67.6%+22.0pp |
| Annual return | 16.13% | 20.02%-3.9pp | 28.81%-12.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $10,979 | $4,850+126.3% | $6,427+70.8% | $2,755+298.5% |
| Participant deferral / active EE | $16,246 | $7,071+129.8% | $9,131+77.9% | $4,296+278.2% |
| Admin fee / account holder | $1,648 | $10,483-84.3% | $13,901-88.1% | $6,918-76.2% |