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 | $266,370 | $109,881+142.4% | $150,045+77.5% | $84,808+214.1% |
| Participation rate | 80.8% | 76.1%+4.7pp | 82.3%-1.6pp | 68.3%+12.5pp |
| Annual return | 14.63% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,475 | $3,561-2.4% | $4,693-25.9% | $2,631+32.1% |
| Participant deferral / active EE | $5,346 | $6,636-19.4% | $7,997-33.1% | $4,212+26.9% |
| Admin fee / account holder | $11,849 | $8,568+38.3% | $13,435-11.8% | $7,344+61.3% |