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 | $305,126 | $87,870+247.2% | $113,168+169.6% | $74,304+310.6% |
| Participation rate | 96.0% | 70.7%+25.3pp | 76.6%+19.5pp | 60.3%+35.7pp |
| Annual return | 29.18% | 26.44%+2.7pp | 24.27%+4.9pp | 29.43%-0.3pp |
| Employer contribution / active EE | $2,803 | $2,277+23.1% | $2,975-5.8% | $2,241+25.0% |
| Participant deferral / active EE | $11,290 | $4,241+166.2% | $5,107+121.1% | $3,767+199.7% |
| Admin fee / account holder | $2,766 | $3,368-17.9% | $12,068-77.1% | $2,969-6.8% |