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 | $296,900 | $102,605+189.4% | $145,661+103.8% | $84,808+250.1% |
| Participation rate | 85.7% | 74.3%+11.4pp | 77.2%+8.5pp | 68.3%+17.4pp |
| Annual return | 19.92% | 26.50%-6.6pp | 101.46%-81.5pp | 40.90%-21.0pp |
| Employer contribution / active EE | $9,184 | $3,325+176.2% | $4,238+116.7% | $2,631+249.1% |
| Participant deferral / active EE | $18,661 | $5,750+224.5% | $7,198+159.2% | $4,212+343.1% |
| Admin fee / account holder | $9,193 | $8,758+5.0% | $12,466-26.3% | $7,344+25.2% |