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 | $327,367 | $80,673+305.8% | $101,326+223.1% | $84,808+286.0% |
| Participation rate | 96.0% | 77.8%+18.2pp | 81.5%+14.5pp | 68.3%+27.7pp |
| Annual return | 17.35% | 38.95%-21.6pp | 36.82%-19.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,801 | $2,698+3.8% | $3,665-23.6% | $2,631+6.5% |
| Participant deferral / active EE | $13,735 | $6,840+100.8% | $7,994+71.8% | $4,212+226.1% |
| Admin fee / account holder | $19,953 | $12,784+56.1% | $11,185+78.4% | $7,344+171.7% |