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 | $290,095 | $109,881+164.0% | $150,045+93.3% | $84,808+242.1% |
| Participation rate | 89.7% | 76.1%+13.7pp | 82.3%+7.4pp | 68.3%+21.4pp |
| Annual return | 15.11% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,520 | $3,561+26.9% | $4,693-3.7% | $2,631+71.8% |
| Participant deferral / active EE | $10,425 | $6,636+57.1% | $7,997+30.4% | $4,212+147.5% |
| Admin fee / account holder | $1,574 | $8,568-81.6% | $13,435-88.3% | $7,344-78.6% |