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 | $293,304 | $93,571+213.5% | $135,903+115.8% | $75,163+290.2% |
| Participation rate | 93.9% | 75.2%+18.8pp | 81.9%+12.0pp | 67.2%+26.7pp |
| Annual return | 16.42% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,880 | $3,537+9.7% | $4,856-20.1% | $2,670+45.3% |
| Participant deferral / active EE | $12,320 | $6,404+92.4% | $7,758+58.8% | $4,125+198.7% |
| Admin fee / account holder | $9,599 | $6,975+37.6% | $10,762-10.8% | $5,651+69.9% |