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 | $273,186 | $148,978+83.4% | $200,582+36.2% | $84,808+222.1% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 22.54% | 28.16%-5.6pp | 42.33%-19.8pp | 40.90%-18.4pp |
| Employer contribution / active EE | $18,825 | $4,815+291.0% | $6,419+193.3% | $2,631+615.5% |
| Participant deferral / active EE | $21,566 | $7,142+202.0% | $9,331+131.1% | $4,212+412.1% |
| Admin fee / account holder | $11,562 | $13,977-17.3% | $16,305-29.1% | $7,344+57.4% |