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 | $275,747 | $80,717+241.6% | $154,803+78.1% | $84,808+225.1% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 17.73% | 37.96%-20.2pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $7,791 | $2,761+182.2% | $4,305+81.0% | $2,631+196.1% |
| Participant deferral / active EE | $5,136 | $3,303+55.5% | $5,540-7.3% | $4,212+22.0% |
| Admin fee / account holder | $972 | $6,746-85.6% | $14,329-93.2% | $7,344-86.8% |