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 7-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 | $280,396 | $106,584+163.1% | $101,326+176.7% | $142,382+96.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 20.33% | 36.93%-16.6pp | 36.82%-16.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $6,740 | $3,956+70.4% | $3,665+83.9% | $4,299+56.8% |
| Participant deferral / active EE | $11,611 | $8,297+39.9% | $7,994+45.2% | $6,507+78.4% |
| Admin fee / account holder | $5,350 | $11,446-53.3% | $11,185-52.2% | $12,624-57.6% |