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 9-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 | $269,339 | $148,978+80.8% | $200,582+34.3% | $84,808+217.6% |
| Participation rate | 72.2% | 84.2%-12.0pp | 86.9%-14.7pp | 68.3%+3.9pp |
| Annual return | 17.57% | 28.16%-10.6pp | 42.33%-24.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $10,615 | $4,815+120.4% | $6,419+65.4% | $2,631+303.5% |
| Participant deferral / active EE | $20,750 | $7,142+190.5% | $9,331+122.4% | $4,212+392.7% |
| Admin fee / account holder | $28,139 | $13,977+101.3% | $16,305+72.6% | $7,344+283.2% |