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 | $275,057 | $176,056+56.2% | $159,436+72.5% | $167,490+64.2% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 14.04% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,796 | $5,297-47.2% | $4,829-42.1% | $4,837-42.2% |
| Participant deferral / active EE | $7,392 | $7,750-4.6% | $7,352+0.5% | $6,341+16.6% |
| Admin fee / account holder | $23,315 | $12,554+85.7% | $10,799+115.9% | $12,309+89.4% |