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 | $310,915 | $109,881+183.0% | $150,045+107.2% | $84,808+266.6% |
| Participation rate | 88.4% | 76.1%+12.3pp | 82.3%+6.1pp | 68.3%+20.1pp |
| Annual return | 16.48% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,910 | $3,561+9.8% | $4,693-16.7% | $2,631+48.6% |
| Participant deferral / active EE | $14,891 | $6,636+124.4% | $7,997+86.2% | $4,212+253.6% |
| Admin fee / account holder | $21,950 | $8,568+156.2% | $13,435+63.4% | $7,344+198.9% |