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 4-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 | $255,667 | $109,881+132.7% | $150,045+70.4% | $84,808+201.5% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 17.51% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,637 | $3,561+30.2% | $4,693-1.2% | $2,631+76.2% |
| Participant deferral / active EE | $11,541 | $6,636+73.9% | $7,997+44.3% | $4,212+174.0% |
| Admin fee / account holder | $14,141 | $8,568+65.0% | $13,435+5.3% | $7,344+92.6% |