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 | $309,950 | $86,929+256.6% | $102,423+202.6% | $80,856+283.3% |
| Participation rate | 91.7% | 72.4%+19.3pp | 76.5%+15.2pp | 67.6%+24.0pp |
| Annual return | 12.09% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $7,995 | $2,369+237.4% | $3,023+164.4% | $2,755+190.2% |
| Participant deferral / active EE | $7,168 | $4,118+74.0% | $5,053+41.9% | $4,296+66.9% |
| Admin fee / account holder | $1,255 | $8,049-84.4% | $9,451-86.7% | $6,918-81.9% |