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 | $301,094 | $192,717+56.2% | $142,449+111.4% | $139,434+115.9% |
| Participation rate | 93.8% | 81.5%+12.3pp | 76.8%+17.0pp | 80.3%+13.4pp |
| Annual return | 13.74% | 17.99%-4.3pp | 19.99%-6.2pp | 372.94%-359.2pp |
| Employer contribution / active EE | $3,791 | $5,806-34.7% | $4,847-21.8% | $4,751-20.2% |
| Participant deferral / active EE | $12,169 | $7,208+68.8% | $6,283+93.7% | $6,710+81.3% |
| Admin fee / account holder | $12,520 | $15,124-17.2% | $10,011+25.1% | $11,403+9.8% |