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 | $427,508 | $148,978+187.0% | $200,582+113.1% | $84,808+404.1% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 14.33% | 28.16%-13.8pp | 42.33%-28.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,964 | $4,815+3.1% | $6,419-22.7% | $2,631+88.7% |
| Participant deferral / active EE | $9,941 | $7,142+39.2% | $9,331+6.5% | $4,212+136.0% |
| Admin fee / account holder | $9,995 | $13,977-28.5% | $16,305-38.7% | $7,344+36.1% |