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 | $331,469 | $148,978+122.5% | $200,582+65.3% | $84,808+290.8% |
| Participation rate | 98.0% | 84.2%+13.8pp | 86.9%+11.1pp | 68.3%+29.7pp |
| Annual return | 21.96% | 28.16%-6.2pp | 42.33%-20.4pp | 40.90%-18.9pp |
| Employer contribution / active EE | $2,886 | $4,815-40.1% | $6,419-55.0% | $2,631+9.7% |
| Participant deferral / active EE | $19,986 | $7,142+179.8% | $9,331+114.2% | $4,212+374.5% |
| Admin fee / account holder | $25,816 | $13,977+84.7% | $16,305+58.3% | $7,344+251.5% |