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 | $275,959 | $124,881+121.0% | $209,409+31.8% | $116,875+136.1% |
| Participation rate | 84.6% | 75.8%+8.8pp | 80.4%+4.3pp | 74.5%+10.1pp |
| Annual return | 14.12% | 14.56%-0.4pp | 159.49%-145.4pp | 16.29%-2.2pp |
| Employer contribution / active EE | $2,127 | $2,588-17.8% | $5,035-57.8% | $3,288-35.3% |
| Participant deferral / active EE | $7,338 | $3,793+93.5% | $4,230+73.5% | $3,885+88.9% |
| Admin fee / account holder | $11,991 | $12,933-7.3% | $16,474-27.2% | $12,263-2.2% |