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 3-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 | $310,693 | $148,978+108.5% | $200,582+54.9% | $84,808+266.4% |
| Participation rate | 98.0% | 84.2%+13.7pp | 86.9%+11.1pp | 68.3%+29.6pp |
| Annual return | 20.49% | 28.16%-7.7pp | 42.33%-21.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $15,207 | $4,815+215.8% | $6,419+136.9% | $2,631+478.0% |
| Participant deferral / active EE | $19,674 | $7,142+175.5% | $9,331+110.8% | $4,212+367.1% |
| Admin fee / account holder | $5,590 | $13,977-60.0% | $16,305-65.7% | $7,344-23.9% |