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 | $267,188 | $58,512+356.6% | $84,015+218.0% | $72,985+266.1% |
| Participation rate | 85.9% | 61.2%+24.6pp | 69.0%+16.9pp | 69.5%+16.4pp |
| Annual return | 29.61% | 28.93%+0.7pp | 71.31%-41.7pp | 81.00%-51.4pp |
| Employer contribution / active EE | $5,737 | $1,163+393.3% | $1,983+189.2% | $2,440+135.1% |
| Participant deferral / active EE | $9,216 | $2,394+285.0% | $3,239+184.6% | $3,607+155.5% |
| Admin fee / account holder | $3,389 | $4,569-25.8% | $6,101-44.4% | $5,124-33.9% |