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 6-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 | $277,437 | $214,378+29.4% | $200,582+38.3% | $142,382+94.9% |
| Participation rate | 76.2% | 87.4%-11.2pp | 86.9%-10.7pp | 80.1%-3.9pp |
| Annual return | 17.01% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,062 | $6,841-55.2% | $6,419-52.3% | $4,299-28.8% |
| Participant deferral / active EE | $10,931 | $9,865+10.8% | $9,331+17.1% | $6,507+68.0% |
| Admin fee / account holder | $1,906 | $17,692-89.2% | $16,305-88.3% | $12,624-84.9% |