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 | $300,589 | $106,584+182.0% | $101,326+196.7% | $142,382+111.1% |
| Participation rate | 93.3% | 82.7%+10.6pp | 81.5%+11.8pp | 80.1%+13.2pp |
| Annual return | 14.37% | 36.93%-22.6pp | 36.82%-22.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $15,207 | $3,956+284.4% | $3,665+314.9% | $4,299+253.7% |
| Participant deferral / active EE | $27,019 | $8,297+225.6% | $7,994+238.0% | $6,507+315.2% |
| Admin fee / account holder | $12,269 | $11,446+7.2% | $11,185+9.7% | $12,624-2.8% |