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 | $267,695 | $165,335+61.9% | $149,696+78.8% | $158,922+68.4% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 16.49% | 348.15%-331.7pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,321 | $5,103-15.3% | $4,644-7.0% | $4,761-9.2% |
| Participant deferral / active EE | $9,649 | $7,181+34.4% | $6,842+41.0% | $5,982+61.3% |
| Admin fee / account holder | $1,808 | $10,807-83.3% | $9,309-80.6% | $11,246-83.9% |