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 | $254,817 | $106,515+139.2% | $96,683+163.6% | $139,434+82.8% |
| Participation rate | 91.3% | 77.8%+13.5pp | 74.3%+17.0pp | 80.3%+11.0pp |
| Annual return | 17.08% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $4,370 | $4,103+6.5% | $3,737+17.0% | $4,751-8.0% |
| Participant deferral / active EE | $7,919 | $5,454+45.2% | $4,878+62.3% | $6,710+18.0% |
| Admin fee / account holder | $4,560 | $7,877-42.1% | $6,730-32.2% | $11,403-60.0% |