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 | $309,332 | $109,881+181.5% | $150,045+106.2% | $84,808+264.7% |
| Participation rate | 87.1% | 76.1%+11.0pp | 82.3%+4.8pp | 68.3%+18.8pp |
| Annual return | 15.25% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,126 | $3,561-12.2% | $4,693-33.4% | $2,631+18.8% |
| Participant deferral / active EE | $7,794 | $6,636+17.5% | $7,997-2.5% | $4,212+85.1% |
| Admin fee / account holder | $9,444 | $8,568+10.2% | $13,435-29.7% | $7,344+28.6% |