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 | $281,652 | $109,881+156.3% | $150,045+87.7% | $84,808+232.1% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.9pp | 68.3%+19.9pp |
| Annual return | 18.62% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,094 | $3,561-13.1% | $4,693-34.1% | $2,631+17.6% |
| Participant deferral / active EE | $10,266 | $6,636+54.7% | $7,997+28.4% | $4,212+143.8% |
| Admin fee / account holder | $6,803 | $8,568-20.6% | $13,435-49.4% | $7,344-7.4% |