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 9-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 | $273,761 | $201,272+36.0% | $184,203+48.6% | $145,922+87.6% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 20.28% | 29.00%-8.7pp | 28.81%-8.5pp | 561.29%-541.0pp |
| Employer contribution / active EE | $7,786 | $7,022+10.9% | $6,427+21.1% | $4,660+67.1% |
| Participant deferral / active EE | $6,411 | $9,806-34.6% | $9,131-29.8% | $6,688-4.1% |
| Admin fee / account holder | $1,721 | $16,364-89.5% | $13,901-87.6% | $13,397-87.2% |