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 | $334,278 | $181,894+83.8% | $156,549+113.5% | $273,961+22.0% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 6.58% | 30.74%-24.2pp | 32.23%-25.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $13,365 | $6,248+113.9% | $5,501+142.9% | $4,869+174.5% |
| Participant deferral / active EE | $9,419 | $5,550+69.7% | $4,871+93.4% | $5,287+78.2% |
| Admin fee / account holder | $9,564 | $15,559-38.5% | $13,027-26.6% | $10,132-5.6% |