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 | $313,014 | $106,584+193.7% | $101,326+208.9% | $142,382+119.8% |
| Participation rate | 89.5% | 82.7%+6.8pp | 81.5%+8.0pp | 80.1%+9.4pp |
| Annual return | 17.60% | 36.93%-19.3pp | 36.82%-19.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $7,261 | $3,956+83.5% | $3,665+98.1% | $4,299+68.9% |
| Participant deferral / active EE | $11,828 | $8,297+42.6% | $7,994+48.0% | $6,507+81.8% |
| Admin fee / account holder | $393 | $11,446-96.6% | $11,185-96.5% | $12,624-96.9% |