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 | $420,579 | $214,378+96.2% | $200,582+109.7% | $142,382+195.4% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 16.24% | 46.41%-30.2pp | 42.33%-26.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,531 | $6,841-63.0% | $6,419-60.6% | $4,299-41.1% |
| Participant deferral / active EE | $9,341 | $9,865-5.3% | $9,331+0.1% | $6,507+43.6% |
| Admin fee / account holder | $3,137 | $17,692-82.3% | $16,305-80.8% | $12,624-75.1% |