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 | $354,806 | $101,724+248.8% | $164,813+115.3% | $80,856+338.8% |
| Participation rate | 80.8% | 71.8%+8.9pp | 78.6%+2.2pp | 67.6%+13.1pp |
| Annual return | 34.13% | 16.72%+17.4pp | 69.93%-35.8pp | 35.59%-1.5pp |
| Employer contribution / active EE | $4,618 | $2,953+56.3% | $4,341+6.4% | $2,755+67.6% |
| Participant deferral / active EE | $5,930 | $4,477+32.5% | $6,031-1.7% | $4,296+38.0% |
| Admin fee / account holder | $6,852 | $8,227-16.7% | $12,690-46.0% | $6,918-0.9% |