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 | $294,910 | $148,978+98.0% | $200,582+47.0% | $84,808+247.7% |
| Participation rate | 94.9% | 84.2%+10.6pp | 86.9%+8.0pp | 68.3%+26.6pp |
| Annual return | 18.89% | 28.16%-9.3pp | 42.33%-23.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $6,595 | $4,815+37.0% | $6,419+2.7% | $2,631+150.7% |
| Participant deferral / active EE | $7,309 | $7,142+2.3% | $9,331-21.7% | $4,212+73.5% |
| Admin fee / account holder | $8,309 | $13,977-40.6% | $16,305-49.0% | $7,344+13.1% |