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 | $258,191 | $165,335+56.2% | $149,696+72.5% | $158,922+62.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 18.27% | 348.15%-329.9pp | 276.60%-258.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $5,793 | $5,103+13.5% | $4,644+24.7% | $4,761+21.7% |
| Participant deferral / active EE | $9,173 | $7,181+27.7% | $6,842+34.1% | $5,982+53.3% |
| Admin fee / account holder | $1,523 | $10,807-85.9% | $9,309-83.6% | $11,246-86.5% |