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 | $337,291 | $210,408+60.3% | $153,485+119.8% | $145,922+131.1% |
| Participation rate | 91.7% | 82.1%+9.5pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 11.38% | 13.37%-2.0pp | 15.65%-4.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $5,244 | $6,048-13.3% | $5,039+4.1% | $4,660+12.5% |
| Participant deferral / active EE | $14,061 | $7,975+76.3% | $6,757+108.1% | $6,688+110.3% |
| Admin fee / account holder | $14,548 | $19,419-25.1% | $12,724+14.3% | $13,397+8.6% |