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 | $310,290 | $95,803+223.9% | $113,168+174.2% | $84,808+265.9% |
| Participation rate | 91.4% | 72.9%+18.6pp | 76.6%+14.9pp | 68.3%+23.1pp |
| Annual return | 13.86% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,338 | $2,360-0.9% | $2,975-21.4% | $2,631-11.1% |
| Participant deferral / active EE | $4,359 | $4,242+2.8% | $5,107-14.6% | $4,212+3.5% |
| Admin fee / account holder | $9,661 | $8,989+7.5% | $12,068-19.9% | $7,344+31.5% |