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 | $272,484 | $148,978+82.9% | $200,582+35.8% | $84,808+221.3% |
| Participation rate | 92.5% | 84.2%+8.2pp | 86.9%+5.6pp | 68.3%+24.2pp |
| Annual return | 16.94% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,483 | $4,815-6.9% | $6,419-30.2% | $2,631+70.4% |
| Participant deferral / active EE | $8,979 | $7,142+25.7% | $9,331-3.8% | $4,212+113.2% |
| Admin fee / account holder | $21,124 | $13,977+51.1% | $16,305+29.6% | $7,344+187.6% |