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 | $306,650 | $89,355+243.2% | $141,162+117.2% | $72,985+320.2% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 22.34% | 111.85%-89.5pp | 71.39%-49.0pp | 81.00%-58.7pp |
| Employer contribution / active EE | $3,179 | $3,114+2.1% | $4,735-32.9% | $2,440+30.3% |
| Participant deferral / active EE | $8,690 | $5,418+60.4% | $6,709+29.5% | $3,607+140.9% |
| Admin fee / account holder | $2,180 | $5,958-63.4% | $10,261-78.8% | $5,124-57.4% |