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 | $365,336 | $117,983+209.7% | $101,794+258.9% | $142,382+156.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 16.16% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,360 | $2,773+21.2% | $2,289+46.8% | $4,299-21.8% |
| Participant deferral / active EE | $5,963 | $4,714+26.5% | $4,084+46.0% | $6,507-8.4% |
| Admin fee / account holder | $10,211 | $10,433-2.1% | $8,777+16.3% | $12,624-19.1% |